Create and edit a Workflow

  • Last update on April 30th, 2025

Workflows are not available in the Essentials solution.

 

Creating a Workflow

This section outlines how to create a new Workflow from scratch. Alternatively, you also have the option to import an existing Workflow from a JSON file. 

Step 1

From the Workflows page, click on “Create new”. A modal window will open.

Step 2

Here you will be prompted to name your Workflow. Remember to click on the green check icon to save your changes.

Step 3

At this point, you have two options:

  • Click on “Configure execution input” and start designing your Workflow.
  • Click on the ellipsis “...” and import an existing Workflow from a JSON file.

Updating an existing Workflow using a JSON file

You can also update any existing Workflow by importing a JSON file:

Step 1

In the Workflow Editor, locate and click on the “Update by importing workflow” button in the Workflow editor Actions ("") menu.

Step 2

A file upload dialog will appear. Browse your device and select the JSON file containing the updated Workflow.

Step 3

Once the file upload is complete, a confirmation message will appear indicating that the workflow has been successfully updated.