You can store Pages and workflows in folders to help keep everything organized, grant other users access to them or restrict access where needed.
Levels of access to your library
Different members of your team may need different levels of access to your library.
Admins and full members with “edit” or “view all” permission levels, can view everything in your library.
Each user with access to Library also has their own Private Library, where they can create workflows and Pages in private, before publishing them to your organization library.
How to use your Library
Inside your library you can:
- Create new premade or blank workflows
- Locate and manage and edit your workflows
- Create and manage scheduled workflow runs
- Create and manage folders
- Manage permissions on workflows and folders
- Share your workflows and make them public
Let’s take a look at some of the features and functions within your library. First, navigate there via the button at the top of your screen.
Click the “New” button in the top right of your screen and click “Workflow” to start a workflow from scratch.
Click the “New” button and select “Workflow from Template” to open up the gallery where you can select from hundreds of premade workflow templates.
Click the “New” button in the top right of your screen and click “Page“. This creates a new Page ready for you to work on.
To keep your workflows and Pages organized, you can create folders and move items into them.
To create a new folder, click on the “New” button in the top right corner of your library and click “Folder“. Give your folder a name and click “Create” to finish.
If you already have some folders created, you can select which folder you’d like to add your new folder to or click “Create” to add it to your library home view.
Once you have created all the folders you need, you can manage them or assign users to them, by clicking the cog next to each folder’s name.
View workflow runs
To view any of your workflow runs, click the play icon next to each workflow’s name (or next to each folder’s name).
These links will take you into your Reports in a filtered view for those particular workflow runs.
To create or manage scheduled or recurring workflow runs, click on the “Scheduled” button from the left-hand menu.
Learn more about scheduling workflow runs.
Workflow and Page tags
Tags act like shortcuts to your favorite workflows or pages, effectively grouping them together outside of any folders they may live in.