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The Workflows page lists every workflow and agent in two tables: Triggered and Scheduled. Once the list is long, search finds one by name, and groups keep related ones together.

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Open a workflow

If you can edit a workflow or agent, click anywhere on its row to open its editor, the same as the pencil icon. Viewers, and agents managed by Neo, open no editor. The switches, buttons and drag handle on the row keep their own actions. When you come back to the list, it scrolls to the row you opened and that row flashes briefly, as long as the row is still on screen. A collapsed group hides it, and so does a search that no longer matches the name. An editor opened this way shows Back to Agents at the top left, which returns you to the list with your search still applied. It is not shown when you open an editor from a link or a saved address, which have no list behind them. To keep the list where it is, open the editor in a second tab: hold Cmd (Ctrl on Windows) as you click the row. The name is also a link, so your browser’s Open Link in New Tab works on it, and so does a middle-click. A second tab has no list behind it, so it shows no Back to Agents.

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Search the list

Type in the search box above the tables. The list filters as you type, across both tables and every group.
  • Match by name. The search ignores case, and each word you type must appear in the name, in any order. triage alerts finds Ticket Triage - Alerts.
  • Match by ID. Type a workflow’s ID or part of it, with or without a leading #. 196 finds workflow 19697.
  • See where it lives. A matching workflow shows inside its group, and every group with a match opens, even one you collapsed. Groups with no match are hidden.
  • See what triggers it. A workflow that runs when another one finishes shows under that workflow, so the chain stays readable.
  • Keep your place. The search is part of the page’s address, so refreshing the page or pressing browser Back keeps it. Copy the address to share the filtered list.
The Enabled Only and Disabled Only filters still apply while you search. If nothing matches, the table offers to clear the search or to show all workflows. Press Esc or click the × in the search box to clear it. Your collapsed groups come back as you left them.
Drag-and-drop reordering is off while a search is active, because the order would be saved from only the rows on screen. Clear the search to reorder.

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Group workflows

Groups are part of the list order, and the list order is the execution order for workflows that obey order. Moving a workflow into another group, or moving a group, changes that order. See Configuring execution order.
  • Create a group. Click New Group above either table, name it, and tick the workflows it starts with. A group is stored on its workflows, so it needs at least one; you can drag more in afterwards.
  • Move a workflow. Drag it onto another group’s header, or onto Ungrouped to take it out of every group.
  • Rename or delete a group. Double-click its name, or use the ⋮ menu on its header. Deleting a group moves its workflows to Ungrouped; it deletes no workflow. A group also disappears once you move its last workflow out.
  • Collapse a group. Click the arrow beside its name. This browser remembers which groups you collapsed.
Viewers can search the list, but cannot drag workflows to reorder or regroup them.