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Access and manage workflows access-monitor

The Workflows menu provides access to the full list of workflows. This list includes both standalone workflows, created from this screen, and campaign workflows, created within a campaign.

Workflow list screen showing standalone and campaign workflows {modal="regular"}

Each workflow in the list displays information about its current status, the last time it was executed or modified, and the next scheduled execution date and time.

Customize the displayed columns by clicking the Configure column for a custom layout icon located in the upper-right corner of the list. This allows you to add additional information to the list, such as the last activity in error for each workflow or the applied targeting dimension.

Additionally, a search bar and filters are available to simplify searching within the list. For example, filter workflows to display only those belonging to a campaign or those processed during a specific date range.

To duplicate or delete a workflow, click the ellipsis button, then select Duplicate or Delete.

NOTE
You can duplicate a workflow that is in progress, but you cannot delete it.

Workflows’ statuses status

Workflows can have multiple statuses:

  • Draft: The workflow has been created and saved.
  • In progress: The workflow is currently running.
  • Finished: The workflow execution is complete.
  • Paused: The workflow has been paused.
  • Erroneous: The workflow encountered an error. Open the workflow and access the logs and tasks to identify the error and resolve it. Learn how to monitor logs and tasks

Detailed information on how to start and monitor workflow execution is available on this page.

Workflow templates templates

The Templates tab lists all available workflow templates.

Workflow templates contain pre-configured activities and overall property configurations that can be reused for creating new workflows.

Create workflow templates from an existing workflow or from scratch. Learn how to create workflow templates

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