Workflows Overview

Getting Started

You'll find workflows in the left navigation rail in the Capacity Console. Click on the icon that looks like the image below. If you do not see this icon, please contact your Capacity Account Manager.

Add a New Workflow

To add a new workflow, click New Workflow in the top right corner of the page once you are in the Workflows Tab. Add a name and description, and click save.

Workflow Builder

The builder is your playground to create, modify, publish, and run a workflow. You will be placed into the builder screen once you create a workflow or if you click edit from the 3-dot menu on the workflow tile. The workflow builder has the following components:

  • Steps and Apps Library

  • Editor

  • Publish & Run Options 

Any changes made to the workflow while building are auto saved as a draft.

Workflow Steps

Steps are building blocks of the workflow. Each step type serves a different purpose and has step Name, Step Settings, and in some cases Step Variables.

To add a step to a workflow, drag from the left sidebar and drop it into the position where you want to insert the step. Then remove the existing edge (if any), and redraw edges to connect this new step to the steps above and below.  

For details on each type of workflow step, click here.

Publish a Workflow

After you have finished creating a first draft of your workflow, you want to run and test it. Before you do that, you need to publish your workflow. The last published version of the workflow becomes the active version.

You can make changes later and publish your workflow as many times as you want. 

Workflow Version History

To revert to a previous version of a workflow:
  1. Navigate to the workflow builder.
  2. In the top right, click the 3-dot menu, and select See Version History.
  3. Your previous versions will be listed in the left queue. Choose a previous version to view.
  4. If you wish to revert back to the version you are viewing, click edit in the top right corner. Once you click edit, your current draft will revert. 


When you run a workflow, it creates a workflow instance where you can track the progress of the workflow. 

The instance view shows a list of all previous workflow runs. 

Each workflow instance has details of when the workflow was started and by whom and the status of each step of the workflow and overall status of the workflow. 

You can see data passing through the workflow when you select a specific step in the workflow instance.

Run a Workflow

Workflows are the piping that connects all features in the Capacity Platform. To learn 10+ ways to run a workflow, click here.

Duplicate or Edit a Workflow

To duplicate a workflow, click on the 3-dot menu on the workflow tile on the workflows landing page or click on the 3-dot menu in the workflow builder. From here you can also edit the workflow as well.

Delete a Workflow

To delete a workflow, click on the 3-dot menu on the workflow tile on the workflows landing page or click on the 3-dot menu in the workflow builder.

Note: Once you delete a workflow, you cannot restore this workflow. It will be gone permanently. 

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