# Workflow Basics

## What is a workflow?

{% hint style="info" %}
Workflow is a sequence of automated actions performed in order to achieve desirable results.
{% endhint %}

In fact, workflow is an independent application, that can be used separately, processed in batches, or integrated with other tools.

You can navigate across your favorite workflows fast **using the left bar**.

<figure><img src="https://3372553292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwSmFzVcnCrIF1wbU8Chb%2Fuploads%2FQWAk3p1JFjkr8aJbK3cm%2FUntitled%2059.png?alt=media&#x26;token=41dbd630-1452-491f-89f7-ab1f0d43dddf" alt=""><figcaption><p>Fast Navigation</p></figcaption></figure>

Let’s see, how they work.

##

## List of Workflows

All the workflows in your instance are organized into a list.

Access it by clicking the <mark style="background-color:blue;">**“Workflows”**</mark> menu item in the top menu bar.

<figure><img src="https://3372553292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwSmFzVcnCrIF1wbU8Chb%2Fuploads%2FSIe2gCJzcbbXfdGx9Iz9%2FUntitled%2060.png?alt=media&#x26;token=4d033c1e-f8bc-4d70-8f94-790ef5ffcb55" alt=""><figcaption><p>Main navigation</p></figcaption></figure>

###

### Fast Access

To access workflows with a click from any part of the system they should be marked as “favorite”.

Being “favorite” they are displayed in a left bar that is available constantly.

Mark them as favorites (and switch them off) by clicking a ⭐ icon.

<figure><img src="https://3372553292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwSmFzVcnCrIF1wbU8Chb%2Fuploads%2FQGKejLIUXEcgzxEr4WQi%2FUntitled%2061.png?alt=media&#x26;token=6988b4fa-c2af-433c-a236-f13ee7f399d8" alt=""><figcaption><p>Choosing workflows to access fast</p></figcaption></figure>

How a list of workflows looks like

Regular workflows can be accessed using the list only.

### States of workflows

“**Active” (published)** workflows are visible to everyone and can be integrated/triggered by API.

“**Testing” (draft)** workflows are visible to owners only and can’t be integrated or triggered by API until they are published.

{% hint style="warning" %}
Publish your workflows **only if you tested them** and ensured they work properly.
{% endhint %}

###

### Creating workflows

You can start creating workflows in 2 ways:

In the list of workflows > Click **“New workflow”**

<figure><img src="https://3372553292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwSmFzVcnCrIF1wbU8Chb%2Fuploads%2FZUmxBhCaikOnUxWXX9TE%2FUntitled%2062.png?alt=media&#x26;token=3b5eace6-3222-4959-8296-644c07cb0a74" alt=""><figcaption><p>Creating workflow 1</p></figcaption></figure>

From any page by clicking the <mark style="background-color:blue;">**“+”**</mark> button on the left bar (Fast Access)

<figure><img src="https://3372553292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwSmFzVcnCrIF1wbU8Chb%2Fuploads%2FhwATXUr1vduzM6ujdWwG%2FUntitled%2063.png?alt=media&#x26;token=7db32401-44a2-4a6d-acc8-7b0f5af1eee0" alt=""><figcaption><p>Creating workflow 2</p></figcaption></figure>

### Editing workflows

If you need to edit current workflows, click the <mark style="background-color:blue;">**“Edit workflow”**</mark> button in the entry line on the list of workflows:

<figure><img src="https://3372553292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwSmFzVcnCrIF1wbU8Chb%2Fuploads%2FwII39qyMe48kKysStxTd%2FUntitled%2064.png?alt=media&#x26;token=514af593-3553-4a2d-8bd4-244746a309f8" alt=""><figcaption><p>Edit Workflow</p></figcaption></figure>

### Testing workflows

If you want to give the workflow a try, click the <mark style="background-color:blue;">**“Run workflow”**</mark> button in the entry line on the list of workflows:

<figure><img src="https://3372553292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwSmFzVcnCrIF1wbU8Chb%2Fuploads%2Fp3o94vtY3CsgFBh1OBaA%2FUntitled%2065.png?alt=media&#x26;token=70b013be-1174-4976-ac04-199a005b9d53" alt=""><figcaption><p>Run Workflow</p></figcaption></figure>

### **Deleting workflows**

If you need to delete a workflow, unpublish it by using the <mark style="background-color:blue;">**“General Info”**</mark> tab first.

After that, click <mark style="background-color:blue;">**“Delete workflow”**</mark> in the entry line on the list of workflows:

<figure><img src="https://3372553292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwSmFzVcnCrIF1wbU8Chb%2Fuploads%2Fzxenp5A7PX0S48wBbyqX%2FUntitled%2066.png?alt=media&#x26;token=316725dd-8afd-480a-b424-ead47420a16a" alt=""><figcaption><p>Delete workflow</p></figcaption></figure>

{% hint style="info" %}
Only workflows in the **Draft** state can be deleted.
{% endhint %}

{% hint style="danger" %}
**Important!** This action can’t be undone.&#x20;

Be sure you really don’t need this workflow and it’s not active in your 3rd party apps, integrations, and automations.
{% endhint %}

Let’s get started with learning about building workflows: