Workflows tab

The Workflows tab in the left pane helps you manage workflows effortlessly. It provides two sections: Waiting for my action and Started by me, ensuring you can keep track of workflows assigned to you and those you’ve initiated.

1. Sign in to your WorkDrive account and navigate to the Workflows tab in the left pane.
2. Here you'll find two sections: Waiting for my action and Started by me. By default, the Waiting for my action section is displayed.

Waiting for my action

1. Last modified time
2. Workflow name
3. Current state of the workflow

1. Hover over the desired workflow.
2. Click the View activity button. This will open the workflow activity pane, where you can review the workflow's details and choose the appropriate action.
   
   

Started by me

1. Review the start time for each workflow.
2. Monitor the status and current state of your workflows.
   
   

Manage the created Workflows

View and manage Workflows

1. Workflow type: Indicates whether the workflow is file-based or folder-based.
2. Last modified: Displays the most recent modification date of the workflow.
3. Active records: Shows the total number of files or folders currently associated with the workflow.
4. Workflow status: Displays whether each workflow is active or inactive.
   
   

Activate/Deactivate workflows

Notes: 

1. Your WorkDrive team can have a maximum of 10 active workflows at a time.
2. When you deactivate a workflow, any active files and folders currently associated with this workflow will exit the workflow immediately. Actions that have already been executed will remain unchanged. However, pending actions in the workflow will not be executed.
   

Edit Workflows

Note: Workflows cannot be edited while they are active. To make changes, you must first deactivate the workflow.

1. Hover over the workflow that requires an edit.
2. Click on the More actions icon and select Edit name & description.
3. Make necessary changes and click Update.

1. Click the workflow you want to edit. This will open the workflow design window.
2. At the bottom of the design window, click Disable and edit workflow. In the confirmation dialog box, select Deactivate.
3. Make necessary changes in the design window.
4. Once done, navigate to the Review tab at the top and choose Enable workflow.
   
   

Track Workflows

1. Hover over the workflow you wish to track for more details.
2. Click on the More actions icon and choose Track workflow. The Track workflow window will appear, displaying the workflow details.
   
   

Delete Workflows

1. Hover over the workflow that you want to delete.
2. Click the More actions icon and select Delete.
3. Click Delete on the confirmation dialog box.