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Workflow Status Management

Master the complete lifecycle of your automation systems. From activation and monitoring to pausing and deactivation, effective status management ensures your workflows run smoothly and deliver consistent business value.

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Quick Status Overview

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Workflow Status Dashboard

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Accessing Status Management

Navigate to Automations → Workflows to access the comprehensive status management dashboard: Key Interface Elements:

1. Status Filter Bar - Filter workflows by current state (Active, Paused, Draft)
2. Status Column - Visual indicators for each workflow’s current state
3. Quick Actions Menu - Three-dot menu for status changes and management
4. Search & Sort - Find and organize workflows by status and performance

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Status Filter Controls

The status filter bar shows: Status is Active, Paused, Draft Filter Options:

• All Statuses - View every workflow regardless of state
• Active Only - Focus on currently running automations
• Paused - Review temporarily disabled workflows
• Draft - See workflows still in development
• Custom Combinations - Mix multiple statuses for targeted views

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Understanding Workflow States

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Active Status

What it means: Workflow is fully operational and processing triggers in real-time. Visual Indicators:

• Green status badge
• Real-time execution data in workflow runs
• Performance metrics actively updating

When to use:

• Production workflows handling live user interactions
• Critical automation sequences (welcome series, lead qualification)
• Workflows that have been tested and validated

Management Actions:

• Monitor execution volume and success rates
• Review performance metrics regularly
• Pause if issues detected

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Paused Status

What it means: Workflow execution is temporarily suspended but configuration is preserved. Visual Indicators:

• Orange/yellow “Paused” status badge
• Last execution timestamp frozen
• No new trigger processing

When to use:

• Temporary maintenance or updates needed
• External system integration issues
• Testing alternative workflow configurations
• Seasonal campaigns during off-periods

Management Actions:

• Click Resume to reactivate
• Review pause duration and impact
• Update workflow if needed before resuming

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Draft Status

What it means: Workflow is in development mode and not processing any triggers. Visual Indicators:

• Gray “Draft” status badge
• No execution history
• Configuration incomplete warning (if applicable)

When to use:

• Initial workflow creation and setup
• Major reconfiguration of existing workflows
• Testing complex automation logic
• Collaborative workflow development

Management Actions:

• Complete trigger and action configuration
• Test with sample data
• Activate directly from the workflow list or overview modal when ready for production

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Not Running Status

What it means: Workflow is configured but currently inactive. Visual Indicators:

• Gray “Not Running” status badge
• Configuration appears complete
• No recent execution activity

Common Causes:

• Workflow was manually stopped
• System detected configuration issues
• External dependencies unavailable
• Resource limitations

Management Actions:

• Investigate why workflow stopped
• Check external system connections
• Review error logs and system health
• Restart when issues resolved

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Status Change Operations

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Starting/Activating Workflows

From Workflow List:

1. Locate the workflow to activate
2. Click the three-dot actions menu
3. Select “Run”
4. Confirm activation in the dialog

Draft-only workflows: When you run a workflow that has only a draft version (never been published), a pre-flight validation modal appears before activation. This modal automatically checks your workflow configuration for errors and warnings:

• If the workflow is valid — you see a confirmation prompt: “Are you sure you want to start [workflow name]? The draft will be published and the workflow will begin running.” Click “Yes, start it” to publish the draft and activate the workflow in one step.
• If there are errors or warnings — the modal displays the specific issues found. You must resolve any errors before the workflow can be started.

Workflows that already have a published version are activated directly without this validation step. Pre-activation Checklist:

• All required triggers configured
• Essential actions properly set up
• External integrations tested
• Notification preferences configured
• Success metrics defined

Activation Best Practices:

• Start with limited scope (single hub/campaign)
• Monitor closely for first 24 hours
• Validate trigger firing and action execution
• Check for any unexpected volume spikes

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Pausing Workflows

When to Pause:

• Scheduled maintenance windows
• External system outages
• Unexpectedly high failure rates (>10%)
• Business rule changes requiring updates
• A/B testing alternative approaches

Pausing Process:

1. Navigate to the active workflow
2. Click three-dot actions menu
3. Select “Pause”
4. Add pause reason for team visibility
5. Set estimated resume timeframe

During Pause Period:

• Review workflow performance data
• Make necessary configuration updates
• Test changes in development environment
• Communicate timeline to stakeholders

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Resuming Workflows

Pre-resume Validation:

• Original pause issue resolved
• No configuration conflicts introduced
• External systems fully operational
• Team aligned on resume timing

Resume Process:

1. Locate paused workflow
2. Click actions menu → “Resume”
3. Review any configuration changes
4. Confirm resume action
5. Monitor initial execution batch

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Cloning Workflows

Create a copy of any workflow to reuse its configuration as a starting point for a new automation. Cloning Process:

1. Locate the workflow you want to clone
2. Click the three-dot actions menu
3. Select “Clone”
4. In the confirmation modal, enter a name for the cloned workflow (max 50 characters). A default name is suggested based on the original workflow name.
5. Click “Clone” to confirm

The cloned workflow is created in Draft status with the same trigger, actions, and configuration as the original. You can then modify and activate it independently. When to clone:

• Reusing a proven workflow pattern for a different campaign
• Creating variations of existing automations for A/B testing
• Setting up similar workflows across different scopes

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Stopping Workflows

Permanent Deactivation:

1. Click workflow actions menu
2. Select “Stop” or “Deactivate”
3. Confirm deactivation
4. Document deactivation reason
5. Archive workflow if no longer needed

Temporary Shutdown:

• Use “Pause” instead of “Stop”
• Maintains configuration and execution history
• Easier to resume operations later

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Audit trail

All workflow status changes and configuration updates are recorded in your company’s audit log. This gives you a complete history of who made changes, when they happened, and what was modified. Tracked events include: To view workflow audit events, navigate to Settings → Audit Log and filter by workflow event types. Version update events include a detailed diff view showing exactly what changed between the previous and new configuration.

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Monitoring Workflow Health

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Execution Status Tracking

Access detailed execution monitoring at Automations → Workflow Runs:

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Performance Dashboard

Real-time Monitoring:

• Live execution status across all workflows
• Success/failure ratio trends
• Processing time distribution
• Volume patterns by time of day

Historical Analysis:

• Weekly/monthly performance reports
• Trend analysis and pattern recognition
• Comparative performance across workflows
• Business impact measurement

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What’s Next?

Explore Related Documentation:

• Workflow Creation Guide → - Build effective workflows from scratch
• Performance Monitoring → - Deep dive into execution analysis
• Integration Patterns → - Managing status across external systems

Need Help?

• Contact support at [email protected] for status management consultation
• Join our community for workflow optimization best practices
• Schedule a strategy session for enterprise-level automation management