Workflow Publishing
The Workflow Publishing feature allows you to make your workflows active and ready to use. Once published, workflows can be executed and used by other users in the system.
How to Publish a Workflow
Publishing a workflow is simple and takes just a few clicks:
Go to Workflow Setup
- Click on Workflow in the sidebar menu
- Select Workflow Setup from the sub-items
Select Your Workflow
- Find the workflow you want to publish in the list
- Click the checkbox next to the workflow name
Click Publish
- Click the + Publish button at the top of the list
- Confirm the action if prompted
What Happens When You Publish
After you click publish:
- ✅ Workflow becomes active - It can now be used by others
- ✅ Status changes to "Published" - Shows as green in the list
- ✅ Ready to run - Users can start using the workflow immediately
- ✅ Automatic checks - System verifies everything is set up correctly
Workflow Status Explained
| Status | What It Means |
|---|---|
| 📝 Draft | Workflow is being worked on, not ready for use |
| ✅ Published | Workflow is active and available to everyone |
| ⏳ Processing | Publishing is in progress |
| ❌ Error | Something needs to be fixed before publishing |
Tips for Successful Publishing
- Check your work - Make sure all steps are configured correctly
- Test first - Run a test if possible before publishing
- One at a time - Publish workflows individually to avoid confusion
- Ask for help - Contact your administrator if you encounter issues
That's it! Your workflow is now published and ready for use.