Undo Workflow Changes
When making changes to your workflow, it is possible to undo/redo your changes using the appropriate buttons in the top-left corner of the workflow editor:
Changes are grouped in timed batches. When you undo, it will undo the last three seconds worth of steps (i.e. the last three seconds worth of editing activity as recorded on the server).
Note: when editing workflows you should be careful with refreshing your page. The changes available for an undo action are stored in the current page session and will be lost with a page reload!
Before undoing any changes, you will be informed what changes will be included in the undo:
Once an undo is made you can, of course, redo by clicking on the redo button.
Rollback Workflow History
Beyond simple undo / redo is the much more comprehensive 'Rollback Workflow History' function, accessed via the 'View History' link at the bottom of the workflow editor screen:
You will immediately see that this allows you to go back through workflow edits made on particular dates.
Note also that the edit history (just the record of the changes) is only stored for 12 months. Also note that the edit history of workflows does not go back further than 1st December 2018 (when this feature was released).
In the following screenshot you can see that the 6th December is selected and there is a 'Rollback to this Version' option for several sets of changes that were made on that date:
You will also notice that you can filter changes by users and, for example, select show only my activity':
Clicking on the search bar will show that you can filter the edits by action, date (before/after) and user:
Undoing a Rollback
When you rollback to a previous version the rollback will become the latest edit at the top of the workflow timeline:
So in order to undo, you can just rollback to the most recent edit before the rollback (on 7th January in the above example)
Changing Step Input Property Types
Some step input properties can be represented by different types, such as String, Number, Boolean, Object, Array, Null and JSON Path. If you want to change the type for a particular input property, you can use the TYPE SELECT button to the right of the properties label.
Renaming a Workflow Step
You can change the title of a step in your workflow so that it is more identifiable to the task that it is performing. Hovering over a step will bring up the edit name option:
Editing Step description
Hovering over a step will also bring up the 'Edit Step Description' option.
Adding Step Descriptions is best practice - it allows you to add a detailed explanation of what the current step is actually doing. This is of great benefit to yourself and particularly to co-workers (particularly less technical ones!) with whom you are sharing your workflows. It is a powerful tool to help them understand what your workflows are doing.
The following animation shows how you can simultaneously explain individual steps and tell the overall story of what your workflow is achieving:
Copying & Pasting workflow Steps
When you copy a step, you also copy the configuration. This can save you time an effort especially for workflows that need several similar connector steps. You can copy/ duplicate all the different types of connectors available (Core, Helper, etc) but please remember that the nested steps under or within them will not be copied.
The main reasons for wanting to repeat a workflow step are as follows:
- Duplication will give yourself a similar base to build on a similar step process.
- You wish to repeat the current step configuration onto another connector step.
- The same step is necessary within a separate workflow.
- There is a need to reproduce a workflow step and using the loop connector is not possible - see Loop connector documentation for more details.
Depending on WHERE you wish to reproduce your workflow step, will dictate the best copy method to use:
- Duplicate Step: You wish to create an identical step within your current workflow.
- Copy & Paste Step: You wish to create an identical step within a completely separate workflow or you need to duplicate the configuration of one step into another.
Hovering over and right clicking a step will bring up all the copy type options available (you can also click on the three dots displayed when you hover over the connector step for the same result):
Hover over the step you wish to copy and right click the connector itself. Your option for duplication will be displayed as follows:
Click on this option, and immediately you will have the same step replicated below the original - including all properties and settings:
Copying & Pasting
Hover over the step you wish to copy and right click the connector itself. You can copy either by clicking the option displayed, or by using keyboard shortcuts such as: Option + C on Mac, Alt + C on Windows. Just make sure that the step itself is highlighted/ selected if you are using keyboard shortcuts.
Once you have selected 'Copy step', move to the area that you wish to paste said step - you can do
this by either hovering over the plus symbols
+ or over the blank connectors, that are available
within your alternative (or current) workflow.
Provided you have correctly copied your step, when you move to your alternative workflow, right clicking either of these symbols will result in the 'Paste step' option displaying. Once again standard keyboard shortcuts apply as one of your pasting options: Option + V on Mac, Alt + V on Windows machines.
Note that if you do use the keyboard shortcut to paste your connector, it will result in a "floating step". This means that your connector will need to be deliberately dragged and placed into your desired workflow space.
See the below gif for more details (as keyboard shortcuts are utilised the keys themselves are not displayed but the end product is).
Once selected, your "new" connector step will have loaded itself onto your workflow, and will include all the settings, text and properties specified from the original step!
Note that you can only copy ONE STEP at a time - not multiple steps, but that like most copy/ paste instances, you do not have to re-copy to re-paste the same item. It will be stored in memory and you can re-paste to your hearts content until you copy another connector step.
You can also use this method to overwrite the current configuration of another connector step. This means you will not have a "second" connector step as your pasted result; rather that the properties from the original step will be implanted into your other connector.
In order to use this method, after you have copied your selected connector step, right click the connector you want to overwrite, and select the paste option: 'Paste configuration'.
Replaying workflow runs
In the Logs page (please see the Logs and Troubleshooting article), you can "replay" previous runs of a workflow:
This allows you to re-run a previous run of a workflow, based on a trigger that was previously sent.
Common reasons for replaying workflow runs are:
- There was an error in one of your workflow steps
- A third party API went down for a long period of time
- Your workflow is a scheduled workflow, and you want to manually re-trigger it
How replays work
When you replay a workflow run, the original data sent to the trigger is used to trigger the workflow again. If you've made changes to the workflow since the trigger, the workflow will be run using the current workflow configuration. (Not how the workflow was configured when it was originally run)
Running Your Workflow
When you are finished with your workflow or want to test that it works as expected you will want to run it. Most workflows have ENABLE and DISABLE buttons in the bottom right. In order for your workflow to run you need to enable it. Once enabled the workflow will run depending on the trigger that you have set up for that workflow.
If you have a workflow with a manual trigger then you will have a RUN WORKFLOW NOW button which will immediately run the workflow once.
Viewing Advanced Properties
Sometimes a step will have less common input properties which are not displayed by default. These properties are called Advanced Properties and can be modified clicking on Show Advanced Settings in the top right properties menu. Advanced input properties will then be visible along with the rest of the step input and highlighted with a darker background.