Help CenterAutomationsEveryday
Manage automations: filter, duplicate, delete, permissions
The Workflows page shows every automation with its status and performance. From there you filter, duplicate and delete, and roles control who can view, create, edit or delete.
Before you start · for owners and managersThe workflow permission for each action
Before you start · for owners and managers
The workflow permission for each action
- You need: The workflow permission for each action
Steps
1
Open Settings → WorkFlow Builder.
2
Filter under Show workflows: All, On, Paused or Drafts.
3
To duplicate an automation, choose Duplicate from its actions menu.
4
To delete, choose Delete and confirm.
Status
Status
Means
Draft
It was never turned on
On
It’s running now
Paused
It was turned on, then turned off
Unpublished changes
It has a draft
Duplicates
The copy carries all the steps and notes, is named with “(copy)” added, and always starts Paused. It counts toward the automations limit.
Deleting
This deletes the automation. Waiting runs end as Skipped when they wake up.
Permissions
Permission
Allows
View workflows
The list, details, estimates, run log and approvals
Create workflows
Creating, duplicating and using templates
Edit workflows
Editing, turning on and off, publishing, retrying, approving and rejecting, and practice runs
Delete workflows
Deleting
Set them from the roles. See Create a role and set its permissions.
An automation works on all the records of its unit, whoever turned it on.
If something goes wrong
What you see
Why
What to do
“The maximum is 500 automations”
You’ve reached the limit.
Delete old ones or merge them.
The Edit button doesn’t show
Your role doesn’t have the edit permission.
Ask the owner for it.
Good to know
Up to 500 automations in the workspace.
Did this guide solve it?
If not, we’ll ask what was missing.