---
title: Manage Workflows
source: https://docs.newrelic.com/docs/workflow-automation/manage-workflows/managing-workflow
---

The [Workflow Automation dashboard](https://onenr.io/0gR7XE8LXjo) provides a central location to view, manage, and monitor all workflows in your account. Use the dashboard to edit configurations, track version history, manage execution schedules, and troubleshoot failures.

## Before you begin

Before managing workflows, ensure you have:

-   At least one workflow in your account (from a template or custom-built).
-   Edit and delete permissions for workflows.

> #### ⚠️ IMPORTANT
>
> **Disabling Workflow Automation?** If you plan to turn off Workflow Automation through Feature Control Management (FCM), ensure all scheduled workflows are removed first. See [Disabling Workflow Automation](https://docs.newrelic.com/docs/workflow-automation/troubleshooting#disabling-workflow-automation-fcm) for detailed steps.

**New to workflows?** Start with [Use a template](https://docs.newrelic.com/docs/workflow-automation/create-a-workflow-automation/use-a-template) or [Create your own workflow](https://docs.newrelic.com/docs/workflow-automation/create-a-workflow-automation/create-your-own) to build your first workflow.

## View workflows [#view-workflows]

The **Workflow Automation** dashboard displays differently based on whether your account has workflows.

### Access the dashboard

Go to **All Capabilities > Workflow Automation**

### Empty state

If your account has no workflows, the dashboard displays an empty state with options to create your first workflow.

### Dashboard tabs

Once you create workflows, the dashboard displays two tabs:

**Summary tab** (default):
Displays account-level metrics and visualizations:

**Top metrics**:

-   **Total workflows**: Count of all workflows in your account
-   **Total number of steps executed**: Cumulative step count across all workflow runs
-   **Currently running workflows**: Number of active executions

**Performance charts**:

-   **Total run count of all workflows**: Line chart showing workflow execution trends over time
-   **Top 5 most frequently run workflows**: Bar chart displaying the workflows with the highest execution counts
-   **Ratio of completed to failed workflows**: Pie chart showing success vs. failure percentages and counts

**Recently failed runs table**:
Displays failed workflow executions with these columns:

-   **Workflow**: Name of the failed workflow
-   **Version**: Workflow version that failed
-   **Failed on**: Timestamp of the failure
-   **Run ID**: Unique identifier for the failed run
-   **Failed step**: Step where the failure occurred
-   **Error message**: Description of the error

Each chart widget includes a context menu (three dots) to view query, get image, or create alert condition

![Image of the summary tab in the Workflow Automation dashboard showing account-level metrics and visualizations](https://docs.newrelic.com/images/workflow-automation-summary-tab.webp "Image of the summary tab in the Workflow Automation dashboard showing account-level metrics and visualizations")

**Workflows tab**:

**Search**: Use the **Search in all fields** bar to find workflows by any column value

**All workflows table** displays these columns:

-   **Favorite** (star icon): Mark workflows as favorites
-   **Name**: Workflow identifier
-   **Description**: Purpose or function of the workflow
-   **Last run on**: Timestamp of most recent execution
-   **Last run status**: Execution result (displayed as colored badges: green for Completed, red for Failed)
-   **Latest version**: Current version number
-   **Created on**: Date when workflow was created
-   **Actions menu** (three dots): Access workflow operations

Empty values in the table display as `—`

**Row actions menu** (click three dots next to workflow):

-   **Run**: Execute the workflow immediately
-   **Schedule**: Create a scheduled run
-   **Open in editor**: Modify workflow configuration
-   **Duplicate**: Create a copy of the workflow
-   **Delete**: Remove the workflow permanently

Click a workflow name to view its [Entity Overview page](https://docs.newrelic.com/docs/workflow-automation/manage-workflows/workflow-entity-overview) with detailed metrics, run history, schedules, and logs.

![Image of the workflows tab in the Workflow Automation dashboard showing workflow details and actions](https://docs.newrelic.com/images/workflow-automation-workflows-tab.webp "Image of the workflows tab in the Workflow Automation dashboard showing workflow details and actions")

## Edit a workflow [#edit-a-workflow]

Update workflow name, description, or configuration.

1.  Go to **All Capabilities > Workflow Automation**
2.  Locate the workflow you want to edit
3.  Click the ellipsis (three vertical dots) next to the workflow name
4.  Select **Open in editor**
5.  Update any of these:
    -   **Name** - The workflow identifier
    -   **Description** - What the workflow does
    -   **Configuration** - Input parameters, actions, or logic
6.  Click **Save**

You can also access the editor from the [Entity Overview page](https://docs.newrelic.com/docs/workflow-automation/manage-workflows/workflow-entity-overview) by clicking the **Edit** button.

## Manage versions [#manage-versions]

Workflow automation automatically creates a new version every time you update a workflow definition. All previous versions remain available for reference.

### Version pinning for scheduling

When you schedule a workflow, you must pin it to a specific version. This requirement ensures that scheduled executions continue to run the same tested version even when you update the workflow definition.

**Start and schedule workflows support version pinning:**

-   When scheduling a workflow, specify which version to run
-   When manually starting a workflow run, select which version to execute
-   Existing schedules continue using their pinned version until you update them

This allows you to:

-   Update workflows without affecting running schedules
-   Test new versions manually before updating schedules
-   Maintain stability for production workflows

## Duplicate a workflow [#duplicate-a-workflow]

Duplicate workflows when you need to adapt a template or existing workflow for a different purpose while keeping the original intact.

1.  Go to **All Capabilities > Workflow Automation**
2.  Locate the workflow you want to duplicate
3.  Click the ellipsis (three vertical dots)
4.  Select **Duplicate**
5.  The system creates a copy with **(Copy)** appended to the name
6.  Rename and customize the duplicated workflow for your needs

**Common duplication scenarios:**

-   Adapting a workflow template for your specific use case
-   Creating a workflow for a different team with similar requirements
-   Experimenting with significant changes while preserving the original

> #### ⚠️ IMPORTANT
>
> **Don't duplicate workflows for version control** - the system does this automatically. Duplicating workflows only for version control or rollback purposes can cause you to hit workflow limits. See [Manage versions](#manage-versions) for information about automatic versioning.

## Delete a workflow [#delete-a-workflow]

Remove workflows you no longer need.

1.  Go to **[one.newrelic.com](https://one.newrelic.com) > All Capabilities > Workflow Automation**
2.  Locate the workflow you want to delete
3.  Click the more options menu (three vertical dots)
4.  Select **Delete**
5.  Confirm the deletion in the dialog box

> #### ⚠️ CAUTION
>
> Deleting a workflow is permanent and cannot be undone. All versions and execution history are removed. If you might need the workflow later, consider deactivating it instead of deleting it.

**What gets deleted:**

-   All versions of the workflow
-   All execution history and logs
-   All scheduled runs associated with the workflow

**Before deleting, verify:**

-   No critical automations depend on this workflow
-   You have a backup copy if you might need it later
-   All scheduled runs are identified and accounted for

## Related topics [#related-topics]

[Workflow Entity Overview](https://docs.newrelic.com/docs/workflow-automation/manage-workflows/workflow-entity-overview)

View detailed workflow metrics, run history, and logs

[Workflow entity overview](https://docs.newrelic.com/docs/workflow-automation/manage-workflows/workflow-entity-overview)

Trigger and schedule your workflows

[Troubleshooting](https://docs.newrelic.com/docs/workflow-automation/troubleshooting)

Debug workflow execution errors and failures

[Workflow automation APIs](https://docs.newrelic.com/docs/workflow-automation/workflow-automation-apis/using-workflow-automation-api)

Manage workflows programmatically via NerdGraph