> For the complete documentation index, see [llms.txt](https://docs.in8sync.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.in8sync.com/client-admin-guide/workflow-builder-overview.md). # Workflows The Workflows page — find every workflow on the subsidiary, see what's published vs draft, and reach the per-row actions you need 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](https://229581143-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAG04Mxmhw6PLRAZBvhtK%2Fuploads%2Fgit-blob-f44fb07f523adaa0fc1955a318fe43c29deb6ede%2Fworkflows-list.png?alt=media) ## 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. ## Making changes after publishing Two patterns: * **Edit live.** Open the published workflow, change modules or settings, save. Changes reach users on their next navigation. * **Branch and swap.** Click **Copy** to create a Draft, edit and test the copy, then **Publish** it. The old version automatically becomes Draft. Safer for big changes. For changes inside a single page, open the module and use the Page Builder — the page becomes part of the live workflow as soon as you save. ## Active Workflows in the sidebar Below the standard sidebar items, the **Active Workflows** group is a live list of every **Published** workflow, grouped by entity type — Employee, Customer, Vendor and Partner. Click any name to go straight into that workflow's editor. The **+** button next to the heading creates a new workflow. The two views serve different needs: | | Active Workflows (sidebar) | Workflow Builder (this page) | | ----------- | --------------------------------- | ----------------------------------------- | | **Shows** | Published workflows only | Everything, Published and Draft | | **Purpose** | Quick navigation | Full management | | **Actions** | Open a workflow, create a new one | Open, copy, publish, set as draft, delete | Use the sidebar for day-to-day navigation, and this page when you need drafts, deletions or status changes. ## 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
Creating Custom WorkflowsBuild a workflow end-to-end.Creating Workflows
Workflow ConceptsThe vocabulary — workflows, roles, modules, entity types.Workflow Concepts
Assigning WorkflowsLink a workflow to a role, and the role to a user.Assigning Workflows