Creating, viewing, and editing a workflow

19. August 2026

Table of Contents

Creating a workflow Create new workflow Create from template Viewing and editing a workflow Note

On the Dashboard, you can create, view, and edit workflows.

Creating a workflow

Creating a workflow is a two-step process: first, you enter the input details (you can choose a predefined template or enter information from scratch), and then set the triggers and actions to generate output.

On the Dashboard, select Create workflow. The New workflow dialog opens.
Select Create new workflow (configure the nodes yourself) or Create from template (the nodes are pre-selected).

Create new workflow

Enter a name and, optionally, a description for the workflow
Select the input source.
Select a trigger.
Select at least one action for the assets.
Select the output destination.
Select Create.The Building space for the newly created workflow opens. The workflow is disabled, by default.

Create from template

Enter a name and, optionally, a description for the workflow.
Select a template from the Template drop-down list.
Select Create. The Building space for the newly created workflow opens.. The workfow is disabled, by default.

Viewing and editing a workflow

On the Dashboard, you can view a workflow either by double-clicking it or by going to … > View workflow. The workflow opens in the Building space, where you can view and edit the workflow details.

Note

Workflows that are enabled cannot be edited; they must be disabled first. Disabled a workflow while it is running will immediately stop the process and the workflow will not complete its current operation.