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Saving and Versioning Workflows

This page will teach you how to publish, update and version your workflows.

Concepts​

Here are the key concepts for managing your workflows:

Workflow Versions​

A workflow version is a point-in-time snapshot of your workflow's configuration. Each workflow can have multiple versions that you can manage independently. This versioning system lets you:

  • Track changes over time
  • Roll back to previous versions if needed
  • Maintain different variants of the same workflow

Public vs Private Workflows​

  • Private Workflows: Only visible to you
  • Public Workflows: Available to everyone
  • Publish Workflows: Available to everyone through the marketplace
    • Can be viewed and used by any user
    • Can be forked (copied) by others
    • Great for sharing reusable workflows with the community

Forking Workflows​

When you fork a workflow from the marketplace, you create your own copy of that workflow. This allows you to:

  • Customize the workflow for your specific needs
  • Make changes without affecting the original
  • Have full ownership of your copy

Workflow States​

Workflows exist in one of four states:

  • Draft: New and forked workflows start here. Also every workflow can have a draft with unsaved changes.
  • Private: Workflows that no other user can use it
  • Public: Workflows that can be used by others
  • Published: Workflows that can be used by others and are accessible through the marketplace

Each state determines how you can save and modify the workflow.

Draft​

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Draft workflows are new workflows or forks from the marketplace. Also every workflow can have a draft with unsaved changes. In this state, you can:

  • Edit components, inputs, and outputs
  • Configure workflow settings
  • Publish the workflow to make it executable

To publish, click the 'Save' button and provide:

  • Name and description
  • Icon
  • Privacy setting (public/private)

Once published, the workflow moves to the 'Published' state.

Shared​

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A shared workflow is a workflow that is public or published. If it is created by someone else, and you are editing it in the workflow editor, since you don't own it, you can:

  • View and test the workflow
  • Fork it to create your own draft version
  • Publish your fork as a new workflow
  • Create a draft version for that workflow. Only you can see your draft version.

Deleting a workflow​

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To delete a workflow, you need to go to the Dashboard, and click on the three dots on the right side of the workflow you want to delete. To be able to delete a workflow, you need to be the owner of the workflow.