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  1. User Flows

User Flows Dashboard Overview

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Last updated 1 day ago

The User Flows dashboard is your central hub for managing all real-time user workflows.

In the dashboard there are three main tabs that allow you to filter the workflows by their status.

  • Published: Displays active, live workflows.

  • Draft: Shows workflows currently under construction or revision, not yet live.

  • Archived: Contains workflows that are no longer in use but are saved for reference.

You can also leverage the search bar in the top right to filter the workflows by name that are in the active tab.

Each work flow is represented by its own unique card. Each card represents a user flow and displays:

  • Workflow Name: The title of the user flow (e.g., "User Notifications Canvas").

  • Status: Indicates if the flow is "Running" or in another state.

  • Toggle Switch: Allows you to quickly activate or deactivate a published flow.

  • Triggers: The number of entry points or conditions that can start this workflow.

  • Steps: The number of actions or stages within this workflow.

Clicking on a workflow card will expand to see the workflow canvas.

On the right hand side you are able to view the upcoming published schedules, the notification settings and manage team members who receive notifications.

Upcoming Published Schedules:

Lists recurring schedules for your workflows (e.g., "Weekly Cron Job Test" running at "09:00 AM, only on Fridays" in "Australia/Sydney").

Notification Settings:

There is a toggle in the notification settings that allows you to enable / disable the notification of users via email when the schedules runs.

By selecting the manage team members you will see a side draw open which allows you to add or remove users from this list.