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Where are the Workflows

Workflows live inside projects. To find them:

  1. From the top menu, open Projects.
  2. Click the project that contains the workflows you’re looking for.
  3. Switch to the Workflows tab.

You’ll see every workflow in the project, organized in a folder-style hierarchy.

What You’ll See for Each Workflow

Section titled “What You’ll See for Each Workflow”
  • Status — running, completed normally, or finished with a warning or error
  • Created and last updated timestamps, plus the names of the people responsible
  • Folder organization — workflows can be grouped in nested folders for easier management in large projects

Double-click a workflow to open the Workflow Explorer, where you can view steps, run the whole workflow, run a single step, or pick a range.

Why a Workflow Might Not Be Visible

Section titled “Why a Workflow Might Not Be Visible”

The workflows you can see depend on two things:

  • Project access — your workspace administrator grants you access to specific projects. If you expect to see a project but don’t, ask a project owner to add you.
  • Viewing role — within a project you’re assigned one of three roles:
    • Architect — can see and edit everything
    • Manager — can see and run workflows but not modify them
    • Explorer — limited visibility; some workflows may be hidden

If you expect to see specific workflows and don’t, your role may be filtering them out. A project Architect can confirm what you should see.

Your role also decides whether you can change a step. If you can open a workflow but not modify it, the step form opens read-only — its fields are disabled and its Save button is hidden — so you can read a step’s configuration without being able to alter it. This applies wherever the form opens: the workflow table’s edit (pencil) icon, the Visual Canvas, the project Steps grid, and the New Step menu.

Next Steps

Section titled “Next Steps”