Workflow Builder List Guide
The Workflow Builder List module allows administrators to view, manage, organize, and maintain workflow definitions used throughout the platform for approvals, automations, validations, notifications, and business process orchestration.
Overview
Workflow Builder List provides centralized management of all workflow definitions.
- Manage workflow definitions
- Monitor automation rules
- Configure approval flows
- Manage business process logic
- View workflow history
- Maintain automation consistency
Workflow Builder Table
Displays all configured workflows available within the system.
| Column | Description |
|---|---|
| Actions | View and delete workflows. |
| Workflow ID | Unique workflow identifier. |
| Workflow Slug | System workflow reference. |
| Workflow Name | Business-friendly workflow name. |
| Workflow Date | Date and time workflow was created. |
Action Buttons
| Action | Description |
|---|---|
| View | Open workflow details. |
| Delete | Remove workflow configuration. |
Top Toolbar Options
Create Workflow
Create a new workflow definition.
API Documentation
Access workflow API references.
Export & Utility Options
- Copy workflow records
- Export to Excel
- Export to CSV
- Export to PDF
- Print workflow list
- Column visibility management
- Restore default columns
Search & Pagination
- Instant workflow search
- Records per page control
- Pagination navigation
- Quick workflow lookup
Common Workflow Categories
Approval Workflows
Multi-level approval processes.
Validation Workflows
Data validation automation.
Notification Workflows
Email and alert automation.
Integration Workflows
External API and connector actions.
Best Practices
- Use meaningful workflow names.
- Maintain consistent naming conventions.
- Document workflow purposes clearly.
- Review unused workflows periodically.
- Test workflow logic before production deployment.
- Keep workflow processes simple and maintainable.