cloud ui docs + cookbooks (#4759)
Co-authored-by: Ritik Sahni <ritiksahni0203@gmail.com> Co-authored-by: Kunal Mishra <kunalm2345@gmail.com>
This commit is contained in:
106
docs/cloud/building-workflows/manage-workflows.mdx
Normal file
106
docs/cloud/building-workflows/manage-workflows.mdx
Normal file
@@ -0,0 +1,106 @@
|
||||
---
|
||||
title: Managing Workflows
|
||||
subtitle: Create, organize, clone, import, and export reusable automations
|
||||
slug: cloud/manage-workflows
|
||||
---
|
||||
|
||||
Once you've [built a workflow](/cloud/building-workflows/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.
|
||||
|
||||
Click **Workflows** in the left sidebar to open it.
|
||||
|
||||
<img src="/images/cloud/workflows-page-overview.png" alt="Workflows page overview" />
|
||||
|
||||
---
|
||||
|
||||
## The workflows table
|
||||
|
||||
The table lists all workflows in your organization with the following columns:
|
||||
|
||||
| Column | Description |
|
||||
|--------|-------------|
|
||||
| **ID** | Unique workflow identifier |
|
||||
| **Title** | Display name (click to open in the editor) |
|
||||
| **Folder** | Folder assignment, if any |
|
||||
| **Created At** | When the workflow was created |
|
||||
| **Actions** | Inline buttons and three-dot menu |
|
||||
|
||||
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.
|
||||
|
||||
---
|
||||
|
||||
## Organizing with folders
|
||||
|
||||
The top of the page shows your recent folders as cards. Use folders to group related workflows.
|
||||
|
||||
- Click **+ New folder** to create one
|
||||
- Click a folder card to filter the table to that folder's workflows
|
||||
- Assign a workflow to a folder using the folder icon in the table row
|
||||
- Click **View all** to see all folders when you have more than five
|
||||
|
||||
<img src="/images/cloud/workflow-folders.png" alt="Workflow folders" />
|
||||
|
||||
---
|
||||
|
||||
## Searching and filtering
|
||||
|
||||
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.
|
||||
|
||||
The items-per-page selector at the bottom lets you choose 5, 10, 20, or 50 rows per page.
|
||||
|
||||
---
|
||||
|
||||
## Workflow actions
|
||||
|
||||
Click the **three-dot menu** on any workflow row to access these actions:
|
||||
|
||||
| Action | What it does |
|
||||
|--------|-------------|
|
||||
| **Clone Workflow** | Creates a copy named "Copy of ..." with the original title |
|
||||
| **Save as Template** | Makes this workflow available in the organization template gallery. A bookmark icon appears next to the title. |
|
||||
| **Remove from Templates** | Removes the workflow from the template gallery (appears instead of "Save as Template" for templates) |
|
||||
| **Export as... > YAML** | Downloads the workflow definition as a `.yaml` file |
|
||||
| **Export as... > JSON** | Downloads the workflow definition as a `.json` file |
|
||||
| **Delete Workflow** | Opens a confirmation dialog, then permanently deletes the workflow |
|
||||
|
||||
<img src="/images/cloud/workflow-actions-menu.png" alt="Workflow actions menu" />
|
||||
|
||||
<Warning>
|
||||
Deleting a workflow is permanent. Clone it first if you want to keep a backup.
|
||||
</Warning>
|
||||
|
||||
---
|
||||
|
||||
## Importing workflows
|
||||
|
||||
Click the **Import** button to upload workflow files.
|
||||
|
||||
| Format | Behavior |
|
||||
|--------|----------|
|
||||
| `.yaml` / `.yml` | Parsed and created as a new workflow |
|
||||
| `.json` | Converted to YAML internally, then created |
|
||||
| `.pdf` | Sent to the AI to generate a workflow from a Standard Operating Procedure document |
|
||||
|
||||
<Tip>
|
||||
Upload a PDF of your Standard Operating Procedure and Skyvern generates a workflow from it automatically.
|
||||
</Tip>
|
||||
|
||||
---
|
||||
|
||||
## What's next
|
||||
|
||||
<CardGroup cols={2}>
|
||||
<Card
|
||||
title="Open the Editor"
|
||||
icon="pen-to-square"
|
||||
href="/cloud/building-workflows/build-a-workflow"
|
||||
>
|
||||
Build automations visually with the workflow editor
|
||||
</Card>
|
||||
<Card
|
||||
title="Add Parameters"
|
||||
icon="sliders"
|
||||
href="/cloud/building-workflows/add-parameters"
|
||||
>
|
||||
Make workflows reusable with dynamic input values
|
||||
</Card>
|
||||
</CardGroup>
|
||||
Reference in New Issue
Block a user