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On this page
  • General settings
  • Edit Design
  • Users & Permissions
  • Open visibility from My Workflows view in Slack
  • Export History
  • Archive

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  1. Workflows
  2. Designing a Workflow

Editing Workflow Settings and Design

PreviousConditional StepsNextMonitoring and Managing a Workflow

Last updated 7 months ago

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You can edit a workflow's settings from multiple places:

General settings

Edit Design

Users & Permissions

Here you can edit permissions for a specific workflow. There are four types of user roles: "Admin," "Observer," "Requester," and "No Access."

Here's a breakdown of what each role can see and do:

In addition to these different roles, you can also set permissions at both the workspace and individual level for any given workflow.

Default workspace permissions determine how the majority of your workspace interacts with a workflow, whereas individual permissions are the exceptions to the rule.

Here are some example workflows and how you might set up their permissions:

  • A personnel workflow for compensation adjustments and promotions that only people managers can use, the HR team can monitor, and the head of HR can edit.

    • Default: No Access

    • People managers: Requester

    • HR team: Observer

    • Head of HR: Admin

  • An employee expense reimbursement workflow that everyone in the organization can use, but that only the finance team can monitor and the head of finance can edit.

    • Default: Requester

    • Finance team: Observer

    • Head of Finance: Admin

  • A marketing content request workflow at a small company where only one employee manages marketing, and everyone else can submit a request.

    • Default: Requester

    • Marketing employee: Admin

By default, the default permission for everyone in your workspace is "Requester," and the permission for the person who created the workflow is "Admin."

Open visibility from My Workflows view in Slack

Export History

Here you can export the complete history of your workflow as a CSV. Once the export is ready, you'll have a message in the Wrangle app in Slack where you can download your CSV.

Archive

If you'd like to hide a workflow so no one can use it in Slack or edit it, you can archive it.

Archived workflows will appear in their own tab on the Workflows view. To restore an archived workflow, click "View Workflow," then "Restore Workflow" on the following page:

You'll be taken back to the workflow settings, where you can finalize your workflow restoration:

Here you can update your workflow name, change the question used to name each workflow instance, and toggle on the setting.

This will take you back into the to update the workflow steps.

If you're not ready to , consider temporarily setting its default permission to "No Access" so no one can request it before it's ready.

Some workflows created before July 2022 may have had their permissions set from the "Edit Workflow Visibility" modal under "My Workflows" (now "My Items" in the ). That modal included the option to make the workflow open by leaving the "Who should be able to see this workflow?" field blank:

While visible to anyone, these workflows did not have a specific admin, and only assignees could edit an in-progress or . Any workflows with this field left blank will now have the default permission set as "Admin."

🔌
"Notify requesters by Slack DM instead of in the thread?"
workflow designer
roll out a specific workflow in your workspace
Wrangle App Home
approval
For this workflow, the default permission is "Requester," with the exception of Claire, whose permission is "Admin."
Click "View Workflow"
Click "Restore Workflow." You can also export an archived workflow's history at any time.
Open the menu from a specific workflow's tile on the .
From a specific workflow's dashboard, open "Settings"
Workflows view
task list