Accessing the Workflow Page


New Menu	Old Menu
From the main navigation menu, select Automation. From the navigation pane on the left, under WORKFLOW, select Design. The Workflow page is displayed.	From the main navigation menu, select Studio > Workflow. The Workflow page is displayed.
Note: For more information on how to switch between menus, click here.

The Workflow page gives a consolidated view of the important aspects of the Visual Workflow platform, and inventory of all the custom-built workflows, and the actions that can be performed from the Workflow studio console.

Table 1. Various options available on the Workflow page when the workflows are in Card view
Option	Description
Design	Allows you to create a new workflow from scratch. Note: For more information, click here.
Solutions	Allows you to access the ready-to-use OOB Solutions and FAQs.
Search bar	Allows you to search for a particular workflow by typing in the keyword.
	Allows you to filter workflows based on the category selected in the dropdown.
	Allows you to select all workflows displayed on the page with a single click.
Actions	Allows you to perform the following actions on workflows: Export Enable Disable Delete Note: For more information, click here.
	Allows you to rearrange the workflows as: Ascending Descending Recently created
	Refreshes the page.
	Displays the workflows in a card view.
	Displays the workflows in a list view.

Note: The Workflow inventory page is displayed in Card view by default. You can switch to the List view by clicking

(List View) icon.

Table 2. Various options available on the Workflow page when the workflows are in List view
Option	Description
Search bar	Allows you to search for a particular workflow by typing in the keyword.
	Displays the workflows in a card view.
	Displays the workflows in a list view.
	Allows you create a new workflow from scratch. Note: For more information, click here.
	Allows you to clone a workflow. Note: For more information, click here.
	Allows you to delete selected workflow(s). Note: For more information, click here.
	Allows you to enable selected workflow(s). Note: For more information, click here.
	Allows you to disable selected workflow(s). Note: For more information, click here.
	Allows you to define RBAC and other settings for a particular workflow. Note: For more information, click here.
	Allows you to export selected workflow(s). Note: For more information, click here.
	Allows you to schedule the selected workflow. Note: Only enabled workflows can be scheduled. For more information, click here.
	Refreshes the page.