Save Workflow

Saving Your Workflow

Save Options

The Workflow Designer provides two save options:

• Save: Saves all changes made since the last save. See Using the Save Action.
• Save As: Creates a new workflow or template based on the current one. See Using the Save As Option.

Both options are available from the icon action bar:

Using the Save Action

Click the save icon

to preserve your recent changes.

The Workflow Designer does not auto-save. Save your work frequently to avoid losing changes.

If you try to close a workflow without saving, you'll be prompted to do so.

Using the Save As Option

Use Save As to duplicate a workflow or convert between a workflow and a template.

Click the Save As icon to open the dialog:

Then:

1. Choose whether to save as a workflow or a template.
2. Update the Name and Description, if needed.
3. Add or remove Tags. (See Adding New Tags.)
4. If saving as a workflow, set Permissions. (SeeAssigning Permissions to a Workflow.)
5. If saving as a template, you can optionally change the template image.
6. Choose whether to Create a new revision.

This option may be locked if the workflow is in use (e.g., in production).

7. Click Save to finish.