Manage workflows

Published

December 14, 2025

Review workflows associated with your models, and initiate or abort workflows configured for your organization on your models.

Prerequisites

Review workflows

Review active workflows

Workflows are configured by an administrator in advance. When transitioning a workflow, verify that the workflow steps reflect your organization’s requirements.

To review details for workflows currently active:

  1. In the left sidebar, click Inventory.

  2. Select a model or find your model by applying a filter or searching for it.4

  3. On the landing page of your model, locate the active workflows section.

  4. Click on the name of any active workflow to review that specific workflow’s details.

  5. Click on the tab you would like to review:

    • Details — Name and description (if present) of the workflow, the workflow’s status and progress (if applicable), when it was created, and when it was started.
    • Activity — History of updates to the workflow on that model, including notes submitted during transitions.5
    • Artifacts — Artifacts for that model created within the duration of that workflow’s runtime.
    • Workflow6 — Overview of the entire workflow. The current workflow step is highlighted on this view.

5 Click to reveal notes, and to hide them.

Transition workflows

6 Hover over a workflow step to view an animation of the steps connecting to and from that step.

  1. On the details page of your artifact,7 locate the active workflows section.

  2. Click on the name of any active workflow to review that specific workflow’s details.

  3. Click on the tab you would like to review:

    • Details — Name and description (if present) of the workflow, the workflow’s status and progress (if applicable), when it was created, and when it was started.
    • Activity — History of updates to the workflow on that artifact, including notes submitted during transitions.8
    • Workflow9 — Overview of the entire workflow. The current workflow step is highlighted on this view.

8 Click to reveal notes, and to hide them.

Transition workflows

9 Hover over a workflow step to view an animation of the steps connecting to and from that step.

Review workflow histories

Review timelines of workflows running or previously run:

  1. In the left sidebar, click Inventory.

  2. Select a model or find your model by applying a filter or searching for it.10

  3. On the landing page of your model, locate the Workflows section that shows a timeline of workflows associated with that model.

    Use the buttons or keyboard shortcuts11 to control the timeline:

    • — Zoom in
    •  — Zoom out
    • — Move earlier to the left
    • Go to Today — Focus on today
    • — Move later to the right
11 
NoneTimeline control shortcuts
  • Move timeline left or right —
    • Click and drag
    • OR Shift + scroll wheel
  • Slow zoom in or out —
    Alt + scroll wheel
  • Quick zoom in or out —
    Ctrl + scroll wheel

If workflows are running or have previously run on your model, you can:

  • Click on any listed workflow to review the details of that specific workflow.

  • Filter the view using Filter to display only runs from specific types and statuses of workflows.12

  • Click See All Workflows to see records of all workflows by status:

    • Active — Workflows currently running.
    • Scheduled — Workflows slated to run in the future.
    • Waiting — Workflows in a Wait state.13
    • Finished — Workflows that have reached an End state.14
    • Aborted — Cancelled workflows.15
    • Available — Workflows available to be run manually.16
    12 
  • Filter by Workflow Type:
    • Model
    • Artifact
  • Filter by Workflow Status:
    • Finished
    • Active
    • Scheduled

On the details page of your artifact,17 locate the Workflows section that shows a timeline of workflows associated with that artifact.

18 
NoneTimeline control shortcuts
  • Move timeline left or right —
    • Click and drag
    • OR Shift + scroll wheel
  • Slow zoom in or out —
    Alt + scroll wheel
  • Quick zoom in or out —
    Ctrl + scroll wheel

Use the buttons or keyboard shortcuts18 to control the timeline:

  • — Zoom in
  •  — Zoom out
  • — Move earlier to the left
  • Go to Today — Focus on today
  • — Move later to the right

If workflows are running or have previously run on your artifact, you can:

  • Click on any listed workflow to review the details of that specific workflow.

  • Filter the view using Filter to display only runs from specific statuses of workflows.19

  • Click See All Workflows to see records of all workflows by status:

    • Active — Workflows currently running.
    • Scheduled — Workflows slated to run in the future.
    • Waiting — Workflows in a Wait state.20
    • Finished — Workflows that have reached an End state.21
    • Aborted — Cancelled workflows.22
    • Available — Workflows available to be run manually.23

19 Filter by Workflow Status:

  • Finished
  • Active
  • Scheduled

Initiate workflows

By default, the Customer Admin role has sufficient permissions to manually start workflows.

To manually start workflows24:

24 
NoneWorkflows can be set to run automatically on specific triggers.

Refer to Configure workflows for more details.

  1. In the left sidebar, click Inventory.

  2. Select a model or find your model by applying a filter or searching for it.25

  3. On the landing page of your model, locate the Workflows section.

  4. Click See All Workflows.

  5. Select Run Workflow for the workflow you’d like to initiate, then select your desired workflow start option:

    • Run Now — Workflow starts instantly.
    • Scheduled Run — Set a future date to run the workflow.

  6. Click Run Workflow Now to confirm.

  1. On the details page of your artifact,26 locate the Workflows section.

  2. Click See All Workflows.

  3. Select Run Workflow for the workflow you’d like to initiate, then select your desired workflow start option:

    • Run Now — Workflow starts instantly.
    • Scheduled Run — Set a future date to run the workflow.

  4. Click Run Workflow Now to confirm.

Resume workflows

To manually resume a workflow in a Wait state:27

  1. In the left sidebar, click Inventory.

  2. Select a model or find your model by applying a filter or searching for it.28

  3. On the landing page of your model, locate the active workflows section.

  4. For the workflow you’d like to manually advance, click Resume Workflow to open up the workflow’s step overview.

  5. On the Wait step, double-click on to advance the workflow immediately.

  1. On the details page of your artifact,29 locate the active workflows section.

  2. For the workflow you’d like to manually advance, click Resume Workflow to open up the workflow’s step overview.

  3. On the Wait step, double-click on to advance the workflow immediately.

Abort workflows

By default, the Customer Admin role has sufficient permissions to abort workflows.

To cancel a run of a workflow:

  1. In the left sidebar, click Inventory.

  2. Select a model or find your model by applying a filter or searching for it.30

  3. On the landing page of your model, locate the active workflows section.

  4. Click on the name of the workflow you’d like to abort to open that specific workflow’s details.

  5. On the workflow’s detail modal, click on the in the top-right hand corner and select Abort Workflow.

  6. On the confirmation page, make sure restart workflow after aborting is untoggled, then click Yes, Abort Workflow to abort your workflow.

  1. On the details page of your artifact,31 locate the active workflows section.

  2. Click on the name of the workflow you’d like to abort to open that specific workflow’s details.

  3. On the workflow’s detail modal, click on the in the top-right hand corner and select Abort Workflow.

  4. On the confirmation page, make sure restart workflow after aborting is untoggled, then click Yes, Abort Workflow to abort your workflow.