107 lines
3.5 KiB
Plaintext
107 lines
3.5 KiB
Plaintext
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---
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title: Managing Workflows
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subtitle: Create, organize, clone, import, and export reusable automations
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slug: cloud/manage-workflows
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---
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Once you've [built a workflow](/cloud/build-a-workflow), the **Workflows** page is where you organize, share, and manage them. Each workflow is a reusable sequence of blocks that you can run with different inputs each time.
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Click **Workflows** in the left sidebar to open it.
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<img src="/images/cloud/workflows-page-overview.png" alt="Workflows page overview" />
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---
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## The workflows table
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The table lists all workflows in your organization with the following columns:
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| Column | Description |
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|--------|-------------|
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| **ID** | Unique workflow identifier |
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| **Title** | Display name (click to open in the editor) |
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| **Folder** | Folder assignment, if any |
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| **Created At** | When the workflow was created |
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| **Actions** | Inline buttons and three-dot menu |
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Each row also has inline action buttons: folder assignment, parameter toggle, open in editor (pencil icon), run (play icon), and a three-dot menu for additional actions.
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---
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## Organizing with folders
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The top of the page shows your recent folders as cards. Use folders to group related workflows.
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- Click **+ New folder** to create one
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- Click a folder card to filter the table to that folder's workflows
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- Assign a workflow to a folder using the folder icon in the table row
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- Click **View all** to see all folders when you have more than five
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<img src="/images/cloud/workflow-folders.png" alt="Workflow folders" />
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---
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## Searching and filtering
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Use the search bar above the table to filter workflows by title or parameter. The results highlight matching text and auto-expand parameter rows when a parameter matches.
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The items-per-page selector at the bottom lets you choose 5, 10, 20, or 50 rows per page.
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---
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## Workflow actions
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Click the **three-dot menu** on any workflow row to access these actions:
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| Action | What it does |
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|--------|-------------|
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| **Clone Workflow** | Creates a copy named "Copy of ..." with the original title |
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| **Save as Template** | Makes this workflow available in the organization template gallery. A bookmark icon appears next to the title. |
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| **Remove from Templates** | Removes the workflow from the template gallery (appears instead of "Save as Template" for templates) |
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| **Export as... > YAML** | Downloads the workflow definition as a `.yaml` file |
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| **Export as... > JSON** | Downloads the workflow definition as a `.json` file |
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| **Delete Workflow** | Opens a confirmation dialog, then permanently deletes the workflow |
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<img src="/images/cloud/workflow-actions-menu.png" alt="Workflow actions menu" />
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<Warning>
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Deleting a workflow is permanent. Clone it first if you want to keep a backup.
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</Warning>
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---
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## Importing workflows
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Click the **Import** button to upload workflow files.
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| Format | Behavior |
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|--------|----------|
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| `.yaml` / `.yml` | Parsed and created as a new workflow |
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| `.json` | Converted to YAML internally, then created |
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| `.pdf` | Sent to the AI to generate a workflow from a Standard Operating Procedure document |
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<Tip>
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Upload a PDF of your Standard Operating Procedure and Skyvern generates a workflow from it automatically.
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</Tip>
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---
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## What's next
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<CardGroup cols={2}>
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<Card
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title="Open the Editor"
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icon="pen-to-square"
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href="/cloud/build-a-workflow"
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>
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Build automations visually with the drag-and-drop canvas
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</Card>
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<Card
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title="Add Parameters"
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icon="sliders"
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href="/cloud/add-parameters"
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>
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Make workflows reusable with dynamic input values
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</Card>
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</CardGroup>
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