Naming Workflow Runs

Setting up a naming convention for your workflow runs is an important way to manage your processes for later reference, creating reports, and keeping your and your team’s work organized.

A workflow run’s name will be different from the name of its parent workflow and will typically be unique each time that workflow is run.

Users: All users can change the name of a workflow run when active. In order to run workflows, you must be an Administrator or a Full Member with “edit”, “view all” or “run” permissions. 

Decide on a naming convention

Deciding or agreeing on a naming convention with your team should be done when you’re first starting to run your workflows, or even before!

You can name your workflow runs in a manner that will help you easily find them again, such as in these examples:

  • The name of the employee you are hiring + their job title
  • The name of the client you are setting up + their company name
  • The ticket number of a request you are processing
  • The company name of the website you are updating
  • The invoice number of a payment you are processing

Naming new workflow runs

Setting names manually

The most common way to name your workflow runs is to do so when you run them manually.

Click the “Run” button in the top right corner of your screen, and search for a workflow that you’d like to run.

By default, the name will be set to your own name plus the time the workflow run was created, for example, “Ellie Mahoney’s 6:36PM workflow run“. Delete this and give your workflow run a different name, as shown below.

Setting names via the scheduling tool

You can also set workflow run names in advance when you schedule your workflows to run.

Setting names via integrations and automations

Naming a workflow run via integration or automation is another common way to set names when your workflow runs.

Change the name of an active workflow run

Change the name manually

From your Reports area, click a workflow run’s name to open it, and then click on its current name to start editing and change it, as shown below:

Once you have edited the name, you will see a flash notification at the top of your screen “Workflow run name updated” which tells you that your changes have been saved.

Change the name via integration or automation

If you’re using an integration tool like Zapier you can update the name of a workflow run automatically when using the step to “Update a workflow run”.

 

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