Workflow Management

Workflow Management is the central entry for RPA Plus workflows. Create and find workflows, edit their details, or copy, delete, import, export, and share them.

View and Find Workflows

Workflows appear as cards containing the name, notes, and creation time. Long notes display up to three lines.

Two independent search conditions are available:

• Workflow name: Find keywords in a name.
• Workflow notes: Narrow results using note content.

Click the refresh icon beside the search fields to load the latest data. Display 20, 50, or 100 workflows per page.

Workflow Management page

Create a Workflow

1. Open RPA Plus > Workflow Management.
2. Click Create Workflow.
3. Enter a workflow name and notes in the editor.
4. Add nodes and save the workflow.

A new workflow automatically contains a Start node. This fixed entry cannot be deleted.

For a complete first-time example, see Create an Automation Workflow.

Open and Edit a Workflow

Click Edit on a card to enter the workflow editor and modify nodes, connections, variables, and settings.

To change only the name or notes, click the edit icon beside the workflow name without opening the canvas. Confirm the change to update the card.

Workflow card actions

No.	Feature	Description
1	Edit details	Changes the workflow name and notes
2	Edit workflow	Opens the editor to change nodes, connections, variables, and workflow settings
3	Workflow Settings	Changes shared workflow settings without opening the canvas
4	Delete workflow	Deletes the workflow after confirmation
5	More actions	Opens Copy as Template, Export Workflow, and Share Workflow

Change Workflow Settings Directly

Click the settings icon at the bottom of a card to open Workflow Settings. Configure layout direction, Auto-connect, default error handling, runtime timeout, browser behavior, and other options.

These settings affect subsequent editing and execution. See Workflow Settings for definitions and defaults.

Copy a Workflow

To build a similar workflow from an existing one, open More Actions and select Copy as Template.

The copy is created as a separate workflow with a name in this format:

Original workflow name_Copy_timestamp

The copy and original are saved independently. Editing or deleting the copy does not affect the original, making it suitable for a test version or business template.

Delete Workflows

Delete One Workflow

1. Click the delete icon at the bottom of its card.
2. Verify the workflow name in the confirmation.
3. Confirm deletion.

Before deleting, confirm that no task still uses the workflow. Existing tasks report that the workflow is missing and cannot be submitted or started normally after deletion.

Delete Workflows in Bulk

1. Select the workflow cards to delete.
2. Click Delete at the top.
3. Confirm the batch action.

Select All applies only to the current page. Process each page separately when required.

Select Workflows in Bulk

Select workflows to share or delete them in bulk.

Before changing the search or page, confirm that the selection still matches the intended operation.

Batch workflow selection and actions

Visual state	Meaning
Not selected	No workflow on the page is selected and batch actions are unavailable
Partially selected	Some workflows on the page are selected and Select All is indeterminate
Selected	Every workflow on the current page is selected
Batch action arrow	Batch sharing and deletion apply only to selected workflows

Import, Export, and Share

Workflow Management provides these reuse options:

Action	Use case	Consideration
Import Workflow	Create a workflow from a local .json file or pasted canvas JSON	Nodes, connections, and workflow structure are validated before import
Export Workflow	Save the latest canvas for one workflow as JSON	Does not include its name, notes, or Workflow Settings and is not a complete backup
Share Workflow	Generate a share code for another user	Can limit redemption count and validity period
Get Workflow	Add a workflow shared by another user with a share code	Creates an editable workflow in the local list

See Import and Export Workflows and Share and Get Workflows for detailed steps.

Recommendations

• Use a name that identifies the business goal, such as Daily Product Inventory Check.
• Record applicable accounts, data sources, or maintainers in Notes for search and handover.
• Copy a production workflow before changing it and validate the test version before updating the task workflow.
• Remove obsolete test workflows regularly and always verify the workflow assigned to a task before execution.

Next Steps

• Use the Workflow Editor: Learn the canvas, nodes, connections, and editing tools.
• Workflow Settings: Configure layout, error handling, and runtime behavior.
• Import and Export Workflows: Migrate or reuse a workflow canvas.
• Share and Get Workflows: Collaborate through share codes.