Save as you go flows

Save flows, subflows, and actions automatically as you work on them.

As of the Zurich release, Workflow Studio no longer displays a Save button in the header of the editor canvas while you edit a flow, subflow, or action. Rather than manually saving, Workflow Studio automatically saves your work as you make changes.

When Workflow Studio automatically saves flows

While editing a flow, your changes are automatically saved each time you perform one of these operations.

• Activate a flow.
• Add a flow step.
• Deactivate a flow.
• Delete a flow step.
• Move a flow step to a new position.
• Select a data pill from the Data pane or the data pill picker.
• Select the Done option to finish configuring a flow step.
• Select either the Undo last action or Redo last action options.

Manually saving a flow

You can manually save a flow at any time with the Force save option available from the More actions menu. This option provides a backup in case the automatic save isn’t working for some reason. The option to save a flow requires that you first have edit rights to the flow.

Figure 1. Force save option

Last saved indicator

Workflow Studio displays the last saved icon after saving a flow . Select or point to the last saved icon to display the duration or date since the flow was last saved.

Figure 2. Example last saved date

Read-only flow interactions

You can't save a flow that you don't have edit rights to. Make sure to save your work while you’re editing a flow. To avoid losing changes to the editing time-out value, perform any of the operations that trigger automatically saving the flow. For more information about when flows are in a read-only state, see Default read-only flows.

• Restore save as you go functionality
  Restore save as you go functionality that was disabled in the Washington DC release.