Manage Workflows

The Workflow Automation dashboard provides a central location to view, manage, and monitor all workflows in your account. Use the dashboard to edit configurations, track version history, manage execution schedules, and troubleshoot failures.

Before you begin

Before managing workflows, ensure you have:

• At least one workflow in your account (from a template or custom-built).
• Edit and delete permissions for workflows.

New to workflows? Start with Use a template or Create your own workflow to build your first workflow.

View workflows

The Workflow Automation dashboard displays differently based on whether your account has workflows.

Access the dashboard

Go to All Capabilities > Workflow Automation

Empty state

If your account has no workflows, the dashboard displays an empty state with options to create your first workflow.

Dashboard tabs

Once you create workflows, the dashboard displays two tabs:

Summary tab (default): Displays account-level metrics and visualizations:

Top metrics:

• Total workflows: Count of all workflows in your account
• Total number of steps executed: Cumulative step count across all workflow runs
• Currently running workflows: Number of active executions

Performance charts:

• Total run count of all workflows: Line chart showing workflow execution trends over time
• Top 5 most frequently run workflows: Bar chart displaying the workflows with the highest execution counts
• Ratio of completed to failed workflows: Pie chart showing success vs. failure percentages and counts

Recently failed runs table: Displays failed workflow executions with these columns:

• Workflow: Name of the failed workflow
• Version: Workflow version that failed
• Failed on: Timestamp of the failure
• Run ID: Unique identifier for the failed run
• Failed step: Step where the failure occurred
• Error message: Description of the error

Each chart widget includes a context menu (three dots) to view query, get image, or create alert condition

Workflows tab:

Search: Use the Search in all fields bar to find workflows by any column value

All workflows table displays these columns:

• Favorite (star icon): Mark workflows as favorites
• Name: Workflow identifier
• Description: Purpose or function of the workflow
• Last run on: Timestamp of most recent execution
• Last run status: Execution result (displayed as colored badges: green for Completed, red for Failed)
• Latest version: Current version number
• Created on: Date when workflow was created
• Actions menu (three dots): Access workflow operations

Empty values in the table display as —

Row actions menu (click three dots next to workflow):

• Run: Execute the workflow immediately
• Schedule: Create a scheduled run
• Open in editor: Modify workflow configuration
• Duplicate: Create a copy of the workflow
• Delete: Remove the workflow permanently

Click a workflow name to view its Entity Overview page with detailed metrics, run history, schedules, and logs.

Edit a workflow

Update workflow name, description, or configuration.

1. Go to All Capabilities > Workflow Automation
2. Locate the workflow you want to edit
3. Click the ellipsis (three vertical dots) next to the workflow name
4. Select Open in editor
5. Update any of these:
   • Name - The workflow identifier
   • Description - What the workflow does
   • Configuration - Input parameters, actions, or logic
6. Click Save

You can also access the editor from the Entity Overview page by clicking the Edit button.

Manage versions

Workflow automation automatically creates a new version every time you update a workflow definition. All previous versions remain available for reference.

Version pinning for scheduling

When you schedule a workflow, you must pin it to a specific version. This requirement ensures that scheduled executions continue to run the same tested version even when you update the workflow definition.

Start and schedule workflows support version pinning:

• When scheduling a workflow, specify which version to run
• When manually starting a workflow run, select which version to execute
• Existing schedules continue using their pinned version until you update them

This allows you to:

• Update workflows without affecting running schedules
• Test new versions manually before updating schedules
• Maintain stability for production workflows

Duplicate a workflow

Duplicate workflows when you need to adapt a template or existing workflow for a different purpose while keeping the original intact.

1. Go to All Capabilities > Workflow Automation
2. Locate the workflow you want to duplicate
3. Click the ellipsis (three vertical dots)
4. Select Duplicate
5. The system creates a copy with (Copy) appended to the name
6. Rename and customize the duplicated workflow for your needs

Common duplication scenarios:

• Adapting a workflow template for your specific use case
• Creating a workflow for a different team with similar requirements
• Experimenting with significant changes while preserving the original

Delete a workflow

Remove workflows you no longer need.

1. Go to one.newrelic.com > All Capabilities > Workflow Automation
2. Locate the workflow you want to delete
3. Click the more options menu (three vertical dots)
4. Select Delete
5. Confirm the deletion in the dialog box

What gets deleted:

• All versions of the workflow
• All execution history and logs
• All scheduled runs associated with the workflow

Before deleting, verify:

• No critical automations depend on this workflow
• You have a backup copy if you might need it later
• All scheduled runs are identified and accounted for

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