> For the complete documentation index, see [llms.txt](https://docs.cortex.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cortex.io/streamline/workflows/viewing-workflows.md).

# Viewing Workflows

Workflows let you automate sequential actions and development processes using contextual data from your workspace. Workflows can be simple, like granting database permissions, or sophisticated, like creating a Jira ticket for an incident detected in Cortex.

## Viewing the Workflows page

Users with the `View Workflows` permission can view existing Workflows.

The Workflows page can be accessed from the main sidebar.

<div align="left" data-with-frame="true"><figure><img src="/files/RvXHhppQnU4iqCKDM5yI" alt="The &#x27;Workflows&#x27; tab in the Cortex main sidebar." width="563"><figcaption></figcaption></figure></div>

In the **Workflows** tab, view all existing Workflows, including each Workflow's name and description.

From this page, you can edit, duplicate, run, delete, share, or create a Workflow. Click the **Overflow menu** to view options to edit, duplicate, share, or delete the Workflow"

<div align="left" data-with-frame="true"><figure><img src="/files/J3dhCkEqLSjuB8IdqRNn" alt="The &#x27;Overflow&#x27; icon on the Workflows page." width="250"><figcaption></figcaption></figure></div>

If a Workflow is in draft mode, a **draft icon** appears next to its name:

<div align="left" data-with-frame="true"><figure><img src="/files/li4rPa1dtRTTNL6zatwg" alt="The &#x27;Draft&#x27; icon next to a Workflow&#x27;s name." width="252"><figcaption></figcaption></figure></div>

If a Workflow is managed via [GitOps](/streamline/workflows/workflows-as-code.md), a **Git icon** appears next to its name:

<div align="left" data-with-frame="true"><figure><img src="/files/SRsjuuJ1qYTnEVaaWFoe" alt="The &#x27;Gitt&#x27; icon next to a Workflow&#x27;s name." width="275"><figcaption></figcaption></figure></div>

Click the **pin icon** to pin any frequently-used Workflows to the top of the page:

<div align="left" data-with-frame="true"><figure><img src="/files/YkGaG7RqycK1a2nkRkJi" alt="The &#x27;Pin&#x27; icon." width="395"><figcaption></figcaption></figure></div>

## Organizing Workflows into folders

Users with the `Edit Workflows` permission can create and organize Workflow folders.

{% hint style="info" %}
Workflow folders are in [Private Beta](/resources/beta.md). To request access, reach out to your account team.
{% endhint %}

Folders let you group related Workflows so the Workflows page stays organized as your library grows. You can create folders, nest subfolders inside them, and move Workflows between folders.&#x20;

Folders appear at the top of the Workflows list; click a folder to expand it and view the Workflows inside:

<div align="left" data-with-frame="true"><figure><img src="/files/qnIcHMpQ2gZTYpqTW0eq" alt="Folders at the top of the Workflows list." width="563"><figcaption></figcaption></figure></div>

### Creating a folder

1. From the main sidebar, select **Workflows**.
2. On the Workflows page, click **New folder**. The **New folder** window opens.<br>

   <div align="left" data-with-frame="true"><figure><img src="/files/594Q5OsGqM4jdxzHFIdj" alt="The &#x27;New folder&#x27; icon in the upper-right of the list." width="375"><figcaption></figcaption></figure></div>
3. Do the following:
   1. Under **Name**, enter a descriptive name for the folder (required).
   2. Under **Description**, add an overview of the folder.
   3. Under **Icon**, select an icon to visually represent the folder.
   4. From the **Parent folder** drop-down, select **Root** to create a top-level folder, or select an existing folder to nest the new folder inside it.
4. Click **Create**.

### Moving a Workflow into a folder

1. From the main sidebar, select **Workflows**.
2. On the Workflows page, locate the Workflow you want to move.
3. Click the **overflow menu icon** next to it, then select **Move to folder**. The Move workflow window opens.<br>

   <div align="left" data-with-frame="true"><figure><img src="/files/xHV1O1nr4g6LNN1oaruu" alt="The &#x27;Move to folder&#x27; option." width="375"><figcaption></figcaption></figure></div>
4. From the **Destination** drop-down, select the destination folder.
5. Click **Move**.

### Managing a folder

1. From the main sidebar, select **Workflows**.
2. On the Workflows page, locate the folder you want to manage.
3. Click the **overflow menu icon** next to it.<br>

   <div align="left" data-with-frame="true"><figure><img src="/files/GCDUUbNeKzqUr8mwUhFa" alt="The &#x27;Overflow menu&#x27; icon next to a folder." width="375"><figcaption></figcaption></figure></div>
4. Select any of the following:
   * **New subfolder here** - Create a subfolder inside the selected folder
   * **Edit details** - Change the folder's name, icon, description, or parent folder
   * **Move to...** - Move the folder and its contents into another folder
   * **Delete** - Delete the folder

{% hint style="info" %}

#### Private Beta limitations

* Moving a Workflow or folder is done through the **Move to...** option rather than drag-and-drop
* Folder names aren't searchable
* Folders aren't available through the Cortex API
  {% endhint %}

## Viewing Workflow runs

Users with the `View Workflow Runs` permission can view past Workflow runs.

On the Workflows page, select the **Runs** tab to view runs for each Workflow.

<div align="left" data-with-frame="true"><figure><img src="/files/OEk3ZFkMp2i4W17JD7yV" alt="The &#x27;Runs&#x27; tab shows a list of recently ran Workflows." width="563"><figcaption></figcaption></figure></div>

Select a run to see more information about it, including its status: `In Progress`, `Paused`, `Successful`, `Canceled`, or `Error`. While in the run, click **View flowchart** in the upper-right corner to view the entire Workflow step-by-step.

**Filtering and sharing**

On the Workflows page, click the **Filter icon** to narrow your results, or the **Share icon** to copy a link to the **Runs** page that you can send to your team.

**Approvals**

On the Workflows page, select the **Waiting for approval** tab to view runs that are awaiting your approval. Note that this tab is only visible if a run is waiting for your approval.

**Run history and retention**

For auditing and debugging, Cortex stores run history, including the initiator, run context, and the inputs and outputs of each action, for 30 days. Runs from deleted Workflows are not displayed.

### **Inspecting a workflow run**

Run history is available from the Workflows page or the entity page where the workflow was run. Click a specific run to open the view, which shows:

* **Run context** - The static context values used during execution, such as `context.entity`, `context.secrets`, and `context.initiatedBy`.
* **Inputs and outputs** - The data passed into each block and the results returned.

To inspect a specific step, click any block in the visual to view its input and output payloads and execution status.

### **Tracking API‑initiated runs**

Runs triggered through the [Workflow Runs API](/api/readme/workflows.md) appear on the **Runs** tab alongside runs started from the UI, marked with a **key icon** next to the initiator's name.

Runs that failed to initiate via the API appear on the **Failures** tab. Click **View details** on a failed entry to see the error. Note that the **Failures** tab only appears when there are failed runs.

## Viewing Scaffolder templates

Users with the `View Workflows` permission can view Scaffolder templates on the Workflows page.

On the Workflows page, select the **Scaffolders** tab to view, edit, or delete registered Scaffolder templates.

<div align="left" data-with-frame="true"><figure><img src="/files/G9iaqKlnUjwa4KXTei5L" alt="The &#x27;Scaffolders&#x27; tab shows a list of Scaffolder templates used in your Workflows.." width="563"><figcaption></figcaption></figure></div>

To preview a Scaffolder template, click the **preview icon** next to it:

<div align="left" data-with-frame="true"><figure><img src="/files/RR4jBk8Re0NuGhBIPUUg" alt="The &#x27;Preview&#x27; icon next to a Scaffolder template."><figcaption></figcaption></figure></div>

To edit a template, click the **pencil icon** next to it:

<div align="left" data-with-frame="true"><figure><img src="/files/V5L252bcSOjWf7IkOc90" alt="The &#x27;Pencil&#x27; icon next to a Scaffolder template."><figcaption></figcaption></figure></div>

To create a Workflow that contains a Scaffolder step with a particular template, click the **rocket ship icon** next to it:

<div align="left" data-with-frame="true"><figure><img src="/files/w9HTtE6iLGTZAVWKRgZL" alt="The &#x27;Rocket ship&#x27; icon next to a Scaffolder template."><figcaption></figcaption></figure></div>

To delete a Scaffolder template, click the **trash icon** next to it:

<div align="left" data-with-frame="true"><figure><img src="/files/Tdb9cU1r3KqmhqlLQB9W" alt="The &#x27;Trash&#x27; icon next to a Scaffolder template."><figcaption></figcaption></figure></div>
