Manage Workflows

1. Understand Workflow statuses


Workflows can exist in two states:

  • On: Workflows actively check for new data when they are turned on, and perform the action(s) when triggered. A Workflow only registers data that has come in since the Workflow was turned on. Any data that comes in while a Workflow is turned off will not be registered when the Workflow is turned on again.
  • Off: Workflows that are turned off do not actively check for new data or perform actions. AutomateMyApp automatically turns your Workflows off for you in three situations:
    • You lose access to a paid feature the Workflow uses e.g. due to a trial expiration or plan downgrade.
    • Multiple errors occur each time the Workflow tries to run. An email notification will be sent if a Workflow is turned off due to errors.
    • You make a change to a trigger or action of the Workflow. You will need to turn the Workflow back on once you are done editing it.

2. Manage individual Workflows


To manage and take action on an individual Workflow, click the 3-dot button on the right of the Workflow. A dropdown menu will appear with the following options:

  • Edit: open the Workflow in the editor.
  • Rename: rename the Workflow.
  • Delete: remove the workflow permanently.
  • Change Timezone: set the timezone as per your preferences.
  • View History: check the task history for this Workflow.

3. Search your Workflows 

  • Go to Workflows.
  • In the upper left, use the search box to search for Workflows. You can search by the name of your Workflow.