Getting Started

A workflow is a diagram of what should happen when something occurs in WiseParts. You draw it on a canvas: a trigger to start it, then boxes for the steps, joined by lines that decide what runs next.

Where an automation runs one straight line of conditions and actions, a workflow can branch, wait, ask a person to approve something, and pick up again days later.

Finding your workflows

Navigate to Workflows to see everything built for your account. The list shows each workflow's name, what it runs on, its status, and when it was created, with the most recent runs alongside.

From here you can open one to edit it, look at its history, or start a new one.

Draft and published

A new workflow is a draft. Drafts never run, however complete they look, so you can build across several sittings without anything firing.

Publishing is what makes a workflow live. From then on it runs whenever its trigger matches, until you unpublish it.

Editing a published workflow creates a new version. Runs already in progress finish on the version they started on, so a change never strands a job halfway through.

Moving from automations

Both can be switched on at once, and that is the point: it is how you migrate without a gap in cover.

While automations are on, your automations keep running and your workflows stay quiet — even published ones. You can build and publish every replacement, take as long as you need, and nothing you publish will act.

Switching automations off is the moment of change. Your workflows take over, all at once, for the whole account.

Your automations are not deleted when you switch them off, and switching them back on returns you to the previous behaviour.

What to do next

Building a workflow covers the canvas and every kind of step you can add.

Runs and history covers what happens after a workflow starts — where to watch it, and what to do when one stops.