In Enboarder, you have the flexibility of making your Workflows Active or Inactive as you need to. You can also duplicate and delete your Workflows with ease! Let's take a look.
On the Workflows Tab, Active Workflows live in the middle of the screen and Inactive Workflows live in My Assets.
To make a workflow Inactive:
Hover your mouse over the workflow you wish to remove from the center of the screen, click the three dots, and then simply click Make Inactive. This will not delete the workflow, it will just archive it to the left.
Want to make an Inactive workflow Active again?
You guessed it! Simply click and drag it from within My Assets, to the middle of the screen!
When it is dropped back in it will automatically rejoin the list at the top - you may want to reorder the workflows to ensure the Workflow Logic order is suitable especially if you're launching from an integration. Check with your Customer Success team if you have questions about this.
To delete a workflow
If you want to delete a Workflow from your account completely, you can do this from within My Assets.
Click the three dots, and then click delete.
But wait, there's more! ✨ To help keep your account tidy, deleting a workflow now triggers a Smart Cleanup option! Instead of leaving unused modules behind to clutter your account, you will be prompted to easily bulk-delete any associated modules that are now "orphaned" (meaning they aren't being used in any other workflows).
You have complete control over which orphaned modules to delete and which to keep. And don't worry—modules that are intentionally shared across multiple workflows are protected and will safely remain in your account!
(Note: Deleting the workflow and the selected modules cannot be undone. You can delete any Workflow except for the 'Default Workflow' which will be the one at the bottom of the list of Active Workflows. This is because you need at least one Workflow on the list!)
Duplicating a Workflow
If you want to duplicate a Workflow, this will create an exact replica of all of the content and settings in that Workflow:
You can duplicate any Workflow, be it Active or Inactive. Click the three dots on the Workflow name, and then click Duplicate Workflow. Easy!
Got questions? Start a chat with the team in the top right of any Enboarder screen.