Workflow Designer Overview
Overview of the Workflow Designer, a no-code, browser-based tool for automating business workflows, including actions, workflows, and analytics
Overview of the Workflow Designer, a no-code, browser-based tool for automating business workflows, including actions, workflows, and analytics.
Workflow Designer is a standalone application with its own navigation (Overview, Workflows, Actions, Functions, Instances). Access is controlled by the Workflow Designer role, which is separate from general administrator access, a user does not need broader administrator permissions just to author workflows.

For editing sessions, check-in/check-out, version history, and rollback, see Workflow Designer Editor, that article already covers this in full and does not need updating here.
The area includes the following information:
- Home: a dashboard with most frequently used actions like add new workflow or manage workflows, and key information on Workflow Designer adoption split by users, departments, tools, including AI-powered actions usage, and analytics on the executed workflow instances. See also Dashboard and Analytics.
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Workflows: page with a list of available workflows in the system, including basic information like name, integration context, released version, creator, and creation date. From this page, users can create a new workflow, search through existing ones, edit, clone, activate, deactivate, delete workflows, or export workflow data. See also, Workflow Designer Workflows:
Actions: lists and allows managing the Workflow Designer actions, showing the basic information like name, category, and implementation type. See also Workflow Designer Actions.