You can save incomplete or in-progress process definitions as drafts, allowing you to pause and resume workflow creation at any time. This feature helps you save time and effort by preventing the need to start from scratch each time you build a workflow. The following sections and the gif shows how to save and manage the process definition drafts.
Saving a Draft
While creating an automation workflow in the WORKFLOW tab, if you decide to close the Add Process Definition page before completing your work, a confirmation dialog will appear. Click Save Draft to preserve your progress. The system will save the draft, and you can return to it later to continue editing.
Accessing Drafts
To access your saved drafts:
- Click the hamburger icon in the top left corner of the PROCESS DEFINITION screen.
- Select Drafts from the menu.
- The Drafts page displays all your saved process definition drafts, which you can open for further editing or completion.
Removing Drafts
If you no longer need a draft, you can remove it from the Drafts page to keep your workspace organized. To remove the saved drafts:
- In the Drafts page, click the three dots next to a draft.
- Click Remove. A confirmation message is displayed.
- Click Remove. The process definition will be removed.