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Automations

Automation list

Find a saved flow, manage its entry and review previous versions.

  1. 1. Find and open the flow

    Open Automations. Flows are grouped by type. Each row shows the name, status, saved version, validation summary and last update. Click the name to open the builder. Refresh the page if a recent save is not reflected in the row.

    /automations
    The approved example listed as Draft, version 2, with No issues.
    The approved example listed as Draft, version 2, with No issues.
  2. 2. Use the row actions

    Open the row's three-dot menu. Choose Rename to change its name, Archive to archive it, or Unarchive for an archived flow. Delete asks for confirmation and permanently removes the flow and its saved versions.

    /automations
    Rename, Archive and Delete actions for the documentation draft.
    Rename, Archive and Delete actions for the documentation draft.
  3. 3. Review saved versions

    Open the flow and click Version history in the toolbar. Compare version numbers, validation status, author and save time. Restore saves a new version using the selected graph; it does not erase the intervening history.

    /automations/[flowId]
    Version history showing the initial incomplete version and the valid saved version.
    Version history showing the initial incomplete version and the valid saved version.

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