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Automations basics

How to publish, move or delete several workflows at once

Go to Automation › Workflows, tick the checkboxes of the workflows (or folders) in the list and, in the bar that appears, choose Publish/Draft, Move, Delete or Manage Permissions. Check the count in the confirmation dialog and confirm.

Updated on

Before you start

  • You need permission to edit the workflows and access to the destination folder (when moving).
  • Deleting is a strong action: review the list first. A deleted workflow can be restored for a limited time from the Deleted tab.
Where to find it

Automation › Workflows › (tick the checkboxes in the list) › bulk actions bar

Step by step

  1. Open Automation › Workflows.
  2. Optionally, filter the list or open a smart list to see only the workflows you care about.
  3. Tick the checkbox of each workflow (or each folder). You can select workflows or folders, not both at once.
  4. To select everything visible on the page, use Select All; that button's menu lets you pick only Published Workflows or only Draft Workflows.
  5. In the bar that appears, choose the action:
    • Publish or Draft (workflows only): turns all selected ones on or off.
    • Move: pick the destination folder.
    • Delete: workflows or folders.
    • Manage Permissions (folders only).
  6. Read the confirmation dialog: it shows how many items will be affected and any warnings. Confirm.

Tips

  • To switch off every automation in an emergency: filter by published, Select All, Draft.
  • Select All only covers the visible page. With many workflows, use filters or repeat page by page.
  • After moving, workflows follow the permissions of the destination folder.

Common problems

  • The actions bar doesn't appear → It only shows after you tick at least one item. If it still doesn't, you don't have permission for bulk actions.
  • Publish/Draft is disabled → There are folders in the selection. Deselect the folders; this action is for workflows only.
  • Manage Permissions is disabled → There are workflows in the selection. This action is for folders only.
  • I can't move into the folder I want → You don't have access to the destination folder. Ask an admin.
  • I deleted by mistake → Open the Deleted tab of the workflows list and click Restore.

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