How can we help?

Important Note: This feature is available in Preview for select customers.

From the Automation Flows list (accessible from Builder > Automation Flows), you can manage the full lifecycle of your flows. The available actions are: Edit, Archive, Restore, and Delete.

• Editing a Flow
• Archiving a Flow
• Restoring a Flow
• Deleting a Flow

Editing a Flow

Editing a flow opens it in Automation Designer, where you can update its configuration and logic.

To edit a flow:

1. In the Automation Flows list, click the flow name to open the Flow Details page.
2. Click Edit flow in the top right corner. This will redirect you to Automation Designer, where you can update the flow's configuration and logic.

Note: Editing a published flow creates a new Draft version. The currently published version continues to run until the updated flow is published.

Archiving a Flow

Archiving deactivates a flow and removes it from the active list without permanently deleting it. Archived flows can be restored at any time.

To archive a flow:

1. In the Automation Flows list, open the action menu (⋮) for the flow you want to archive.
2. Select Archive.
3. In the confirmation dialog, choose how to handle executions currently in progress:
   • Let executions finish (default) — the flow is archived immediately, but in-progress executions will complete. No new executions will start until the flow is restored.
   • Stop all executions — in-progress executions are cancelled immediately, and the flow is archived.
4. Click Archive flow to confirm, or Cancel to go back.

Note: Both Draft and Published flows can be archived. Once archived, the flow will no longer trigger new executions.

Restoring a Flow

Restoring brings an archived flow back to the active list. You can choose whether the flow should be active (enabled) or inactive (disabled) after restoring.

To restore a flow:

1. In the Automation Flows list, navigate to the Archived tab.
2. Open the action menu (⋮) for the flow you want to restore and select Restore.
3. In the confirmation dialog, select how to restore the flow:
   • Restore and set inactive (default) — the flow is restored but remains disabled until manually enabled.
   • Restore and set active — the flow is restored and immediately enabled.
4. Click Restore flow to confirm, or Keep archived to cancel.

Note: Restoring and setting a flow as inactive is the default option. This allows you to review the flow's configuration before it starts executing.

Deleting a Flow

Deleting permanently removes a flow and all its versions. This action cannot be undone.

To delete a flow:

1. In the Automation Flows list (Active and Archived tabs), open the action menu (⋮) for the flow you want to delete.
2. Select Delete.
3. In the confirmation dialog, type Delete to confirm.
4. Click Delete flow to permanently remove the flow, or Don't delete to cancel.

Note: Both Draft and Published flows can be deleted. This action also permanently removes all execution history for the flow.