Workflows

A workflow chains several applications: the result of one feeds the next, with conditions where needed. You draw the flow on a canvas — a trigger, application steps, conditions — then launch it, and each step runs its application in order and passes its result to the next one.

The Workflows section has its own tab bar: Overview, All workflows, Search and New workflow. The overview counts Your workflows — Workflows created in this project. — offers Create a workflow, and lists the Latest workflows with their Status, Steps, Applications, Visibility, Statistics and creation date.

Before you start — A workflow can only use applications that are activated in this project, so configure and activate at least one first — see Building an app. If the project has none, the editor tells you No activated application in this project yet. Configure and activate one first. How many workflows a project may hold depends on your plan — see Plans & billing.

Create a workflow

1. In the Workflows tab bar, click New workflow.
2. In Name, type a short, recognizable name.
3. In Description, answer What does this flow do, from trigger to result?
4. Click Create the workflow.

The workflow is created with the status Draft and its Editor opens, so you can design the flow straight away. Every workflow has three tabs of its own: Overview, Editor and Settings.

Design the flow in the editor

The editor is a canvas. A flow always starts with the Trigger, which cannot be deleted, and you add the steps that follow it.

1. Open the workflow's Editor tab.
2. Click Application to add a step that runs one of your applications, or Condition to add a test that splits the flow into a true branch and a false branch.
3. Connect two steps: drag from an output port to an input port, or click one port then the other.
4. Click a step to open the panel on the right. On an application step, pick the app in the Application selector — an unconfigured step reads Choose an application on the canvas — then tell each field under Data where its value comes from: Previous step result, Launch input or Fixed value. A document or image field is either Asked when the flow is launched or Always the same file.
5. On a condition, pick the operator — Contains, Does not contain, Equals or Is not empty — and fill in Value where the operator needs one.
6. Click Apply to keep your choices on the canvas.
7. Click Save.

Save always keeps the drawing, then checks it: every step must carry a runnable application, be reachable from the trigger, and the flow must contain no loop. While something is missing, the workflow stays a Draft and a message above the canvas says what to fix.

Tip — Drag a step to move it on the canvas. Click a step or a link to select it, then remove it with the Delete button or the Delete key. Clicking the empty background clears the selection.

Activate the workflow

Activating and launching are done from the Overview tab, not from the editor.

1. Open the workflow's Overview tab.
2. Check the Configuration card. It counts the Application steps and the Conditions, names the Applications used, and gives the Starting event — On demand. Its verdict is Flow incomplete or Flow ready to run.
3. Click Activate the workflow.

The Information card then shows Status Activated, and the button at the top of the fiche becomes Launch.

Note — While the flow is incomplete the fiche offers Open the editor instead, and the launch screen refuses with This workflow is not ready to run.

Launch a workflow

1. Open the workflow's Overview tab and click Launch.
2. Review the flow on Launch the workflow — each step is listed in order, Step 1·Trigger with its Starting event, then one box per application step.
3. Fill in the launch input if the flow asks for one — the box of the step that needs it shows the field by name.
4. Click Launch.

The run starts and you land on its page to follow it live — see Workflow runs. If a required value is missing you'll see Fill in every required field.

Publish a workflow to the catalog

Publishing lets any other project run your flow. Its applications and their instructions stay yours.

1. Open the workflow's Settings tab.
2. In the Visibility card, click Edit.
3. On Workflow catalog, check the Flow row reads Ready to run, then click Publish.

The workflow then appears under All workflows in the catalog — see The catalog.

Important — Only an activated workflow whose flow is complete can be published. A workflow that is still a draft shows Flow Incomplete and Visibility Not published.

Rename a workflow

1. Open the workflow's Settings tab.
2. In the Workflow card, click Edit.
3. Change the Workflow name and the Description.
4. Click Save.

Renaming updates the name and description everywhere the workflow appears, and takes effect immediately.

Delete a workflow

1. Open the workflow's Settings tab.
2. Under Delete this workflow, click Delete.
3. Read the confirmation — This removes the workflow from your project. Its past runs stay in the run history. — then click Delete.

Important — This action cannot be undone. Runs already executed stay counted in your usage, and the applications used by this workflow are not affected.