Draft or Edit Workflow

Overview

The Draft Workflow Feature enables users to modify a previously published workflow by creating a draft version. Since published workflows cannot be edited directly, this feature ensures that updates and modifications can be made while maintaining the integrity of the live workflow.

Key Functionality

Creating a Draft

1. When a workflow is published, it becomes locked for editing.

2. To make changes, users must click on the Edit Workflow button.

   

3. A prompt appears requiring the creation of a draft.

   

4. Click Create a Draft. Once confirmed, the system generates a draft version, which can be modified.

Editing the Draft

1. The draft workflow functions similarly to an unpublished workflow.

   

2. Users can modify steps, logic, and configurations.

3. Changes made in the draft do not affect the published version until explicitly applied.

Overwriting the Original Workflow

1. Once modifications are complete, users can Overwrite the original workflow with the draft.

   

2. A confirmation dialog appears, warning that the original workflow will be replaced by the draft version.

3. Click Yes,overwrite to confirm and the draft becomes the new published workflow.

4. This action results in a new analytics segment being created.

Deleting the Draft

1. If the changes in the draft are no longer needed, users can choose to Delete Draft.

   

2. A confirmation prompt ensures that deletion is intentional.

3. Once deleted, the draft workflow is permanently removed, and the original workflow remains unchanged.

Switching Between Versions

1. Users can toggle between the Draft and Original versions using the drop-down menu in the workflow header.

   

2. This allows quick comparison before deciding to overwrite or delete the draft.

Benefits

• Preserves Published Workflows: Prevents accidental modifications to live workflows.

• Flexible Editing: Enables users to iteratively test and refine changes before committing.

• Clear Versioning: Maintains a structured approach to workflow modifications with draft and overwrite options.

• Enhanced Analytics: Each overwrite creates a new analytics segment for tracking changes.

Best Practices

• Always review draft changes thoroughly before overwriting the original workflow.

• Use the Switch to Original option to compare the new draft with the live version.

• Delete unused drafts to keep the workflow management interface clean.

• Inform stakeholders before overwriting a workflow to ensure a smooth transition.