Library

All Categories

Library

Browse, clone, and issue Workflow templates from your organization's library, and learn how to organize templates into folders

8 docs by 1 author

Can I Delete a Workflow?

StringBean does not support deleting workflow templates. Archive workflows instead to remove them from active use and keep them available to restore later.

How to Add a Workflow to a Folder

Move a workflow into a folder to organize your Library, or send it back to the root level. Workflows can only be moved one at a time.

How to Favorite a Workflow

Bookmark a workflow for quick access. Save as Personal (just for you) or Company (shared with everyone — admin only).

Switching Between Libraries

Move between the Team Library, StringBean Library, and Archived Library. Each section has its own folders, search, and workflows.

How to Set Folder Permissions

Control which roles can access a folder in the Library. Admin-only. Configure role-based access for each folder you create.

Rename or Delete a Folder

Rename or delete any folder you've created in the Library. Default folders like My Favorites and Team Folders cannot be modified.

How to Create a Folder

Organize your workflow templates by creating top-level folders and nested subfolders in the Library. Includes both creation methods.

How to Duplicate a Workflow

Make an independent copy of an existing workflow template to use as a starting point for a new one. The original stays untouched.