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You can edit an existing workflow to update its name, modify its nodes and connections, or reconfigure individual node parameters. You edit a workflow in Draft status. A Draft workflow opens ready to edit. An Active or Inactive workflow opens read-only, with an Edit button. To iterate without touching the live version, clone it instead. To edit a workflow:
1
On the Workflows page, click the workflow name, or click the three dots () on the Actions column and select Details.
2
The visual canvas editor opens with the workflow’s current configuration. If the workflow is not in Draft, click Edit and confirm in the Edit workflow dialog. The Console moves the workflow to Draft, and deactivates it first when it is Active.
3
Make your changes:
  • Update the name: edit the Workflow name… field in the header.
  • Add nodes: drag nodes onto the canvas from the Steps panel.
  • Remove nodes: select a node and press Delete, or click its trash icon.
  • Modify connections: drag to create a connection, or click the × on a connection to remove it.
  • Configure nodes: double-click any node to open its configuration panel and update parameters.
4
Click Save to apply your changes. When the workflow is ready to run, click Activate.
If the workflow was Active and you leave the editor without saving, the Your workflow is in Draft dialog offers Reactivate or Keep in Draft. A Draft workflow does not run.
Your changes take effect on future executions. They do not affect runs already in progress.
For more details about the canvas editor and its node types, see Workflow Canvas.