Workflow Management

The following AI Workflow Studio options can help you manage your workflows.

Clone

Use the Clone button to make a copy of your Workflow. Click the ellipsis icon (...) and then choose the Clone option from the pull-down list.

If you create a Workflow for an application that works really well in your system, you can Clone the Workflow and use it with another application.

In addition, you can Export a Workflow to an HTML File and use it in another system.

Delete

Use the Delete button to delete your Workflow. Click the ellipsis icon (...) and then choose the Delete option from the pull-down list.

Canvas Layouts

The AI Workflow Studio includes two layout options: Graphical (flow chart) and Tree (list or outline) views.

You can switch between the graphical and tree views. Both options include the ability to collapse, expand, and zoom in or out of the nodes. You can also export your layout as a PDF.

List

When you're viewing your Workflows with the Tree/List view, you can choose to see all of the Workflows in your company/system (known as the Tenant), or you can just view the Workflows that you have created.

You can download a list of your Workflows as a CSV file.

On the AI Workflows page, click on any workflow to open it in the AI Workflow Studio.

This page lists all the workflows that are available to specific applications or to all applications on the tenant. Use this page to search for existing workflows, importand export them, or create new ones from scratch or from the Flow Library.