# Workflow Builder

The **Workflow Builder** sidebar item opens the **Workflows** page — the list of every workflow on this subsidiary, grouped by entity type, with publish / copy / delete actions on each row.

## When you'd use this page

* Find a workflow to edit.
* Publish a draft, or set a published workflow back to draft.
* Copy a workflow before making changes you don't want to risk on the live version.
* Delete a workflow that's no longer needed.
* Create a brand-new workflow.

## Open the page

Click **Workflow Builder** in the sidebar. The page heading reads **Workflows** with subtitle *Manage and configure workflows for different entity types and roles*.

![Workflows page with entity-type cards and per-row actions](/files/HLKZzZzYQsPuAKNRGLqc)

## Layout

Workflows are grouped into one card per **entity type** — Employee, Customer, Vendor, Partner. Each card carries a table:

| Column      | What it shows                                                                                                        |
| ----------- | -------------------------------------------------------------------------------------------------------------------- |
| **Role**    | The BRM role this workflow is attached to. A grey **Default** badge appears next to roles tied to default workflows. |
| **Label**   | The workflow's display name. *No Label* if the field is empty.                                                       |
| **Status**  | **Published** (filled badge) or **Draft** (outline badge).                                                           |
| **Actions** | The buttons available for this row — see below.                                                                      |

## Row actions

The buttons available on a row depend on its status.

| Status        | Available actions                                                          |
| ------------- | -------------------------------------------------------------------------- |
| **Draft**     | **Publish** · **Copy** · **Delete** (Delete only on non-default workflows) |
| **Published** | **Set as Draft** · **Copy**                                                |

Each action with a confirmation dialog:

* **Copy** — opens a *Copy Workflow* dialog: *Are you sure you want to copy this workflow? A new workflow will be created as a copy of the selected one.* Click **Copy** to confirm.
* **Delete** — opens an *Are you sure?* dialog: *This action cannot be undone. This will permanently delete the workflow for {role}.*
* **Publish** and **Set as Draft** apply immediately — no dialog.

{% hint style="info" %}
Only one Published workflow can exist per role. Publishing a draft auto-sets the previous Published version to Draft. Sister versions stay around until you delete them.
{% endhint %}

## Create a new workflow

The **Create Workflow** button is in the top-right. It opens a dialog where you pick the entity type, the BRM role, and choose how to start:

* **Use Default Workflow Template** — clone a default template that ships with the product.
* **Copy from Existing Workflow** — clone any other workflow on the subsidiary.
* Or leave both unchecked to start from an empty workflow.

See [Creating Custom Workflows](/client-admin-guide/workflow-builder-overview/creating-custom-workflows.md) for the full walkthrough.

## Active Workflows in the sidebar

Below the standard sidebar items, the **Active Workflows** group dynamically lists every **Published** workflow, grouped by entity type. Clicking any name takes you straight into that workflow's editor. The **+** button next to the heading creates a new workflow. See [Active Workflows](/client-admin-guide/active-workflows.md).

## What success looks like

* You can find any workflow quickly via the entity-type grouping.
* The status of every workflow is obvious at a glance.
* Publish, Copy, Set as Draft, and Delete are all reachable in one or two clicks.

## Common issues

* **Delete is missing on a row** — that workflow is either Published (set to Draft first) or it's a default workflow (defaults can't be deleted).
* **A workflow doesn't appear in the Active Workflows sidebar** — Active Workflows only shows Published workflows. Publish it from this page.
* **Two workflows show "Published" for the same role** — this shouldn't happen; reload the page. Publishing a new draft is supposed to auto-set the previous version to Draft.

## Related

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Creating Custom Workflows</strong></td><td>Build a workflow end-to-end.</td><td><a href="/pages/HXAKNURkKoLjhJP3Y3ht">/pages/HXAKNURkKoLjhJP3Y3ht</a></td></tr><tr><td><strong>Publishing Workflows</strong></td><td>How publish, draft, copy, and delete work.</td><td><a href="/pages/MyS7tftnSJQmDE5yVln8">/pages/MyS7tftnSJQmDE5yVln8</a></td></tr><tr><td><strong>Workflow Concepts</strong></td><td>The vocabulary — workflows, roles, modules, entity types.</td><td><a href="/pages/0CnIlswuI3IVBo6A8Ejk">/pages/0CnIlswuI3IVBo6A8Ejk</a></td></tr><tr><td><strong>Active Workflows</strong></td><td>The dynamic sidebar group of published workflows.</td><td><a href="/pages/qnQ3PwOBvOrT2nKQqt0g">/pages/qnQ3PwOBvOrT2nKQqt0g</a></td></tr></tbody></table>


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