How to Publish a Workflow

Workflows are templates that get issued as Tasks (Service Requests). A workflow goes through two states in the Library: Unpublished (can be a draft/work-in-progress) and Published (live, available to issue as Tasks). This article covers the full lifecycle.

Workflow States

Unpublished workflows are visible in the same view as published workflows — they sit alongside each other in the same folder, distinguished only by the badge on the card. There is no separate "Drafts" tab or section.

Publish a workflow

Publishing makes a workflow available for your team to issue as Tasks. Until it's published, it can't leave the Unpublished state

Method #1: Inside Workflow Builder

1. Hover over the Workflow in the Library
2. Click the three-dot menu (⋮) and select Edit Workflow
3. Inside the Workflow Builder, click File in top left corner
4. Click Publish To My Library
5. The workflow validates before publishing — if anything's missing or misconfigured, you'll see what to fix.
6. Once validation passes, the Unpublished badge disappears and the workflow becomes available across your team and will have a Published badge

Method #2: Inside Workflow Menu

1. Hover over the Workflow in the Library
2. Click the three-dot menu (⋮) and select Publish
3. The Unpublished badge disappears and the workflow becomes available across your team and will have a Published badge

Edit a published workflow

Editing a published workflow does not return it to Draft state. Changes apply immediately.

1. Hover over the Workflow in the Library
2. Click the three-dot menu (⋮) and select Edit Workflow
3. Make your changes in the Workflow Builder

The updated version goes live the next time the workflow is issued as a Task. Tasks already issued from the old version are not affected. [Unconfirmed]