Turn a workflow on
A half-built workflow that fires on every invoice is a bad afternoon, so nothing runs until you say so.
- A walkthrough video, then the three-step switch
- What Draft, Active and Inactive actually mean
- Why you must switch it on before you backfill
- How to test on something small first
01 · Video
Feature walkthrough
02 · Why
Why is Draft the default?
A half-built workflow that fires on every invoice is a bad afternoon, so nothing runs until you say so.
03 · How
Switch it on
- Open
Workflows. - Find your workflow in the list.
- Click the toggle on the right of its row.
The pill changes to Active. Click again and it becomes Inactive.
04 · Expected result
From the moment it is Active, anything that matches its trigger runs it. Records already in the module are not touched — for those, see Apply it to records you already have.
05 · Notes
The three statuses
| Status | Means |
|---|---|
| Draft | Never been switched on |
| Active | Running now |
| Inactive | Was running, now switched off |
Once you have switched a workflow on, the toggle moves between Active and Inactive. It does not go back to Draft.
Test on something small first
Add a trigger condition that matches one record you control, watch what happens, then widen it.
06 · FAQ
Common questions
Runs already in flight finish. New ones do not start.
It stays waiting. Answering it will still continue the workflow.
No. Switching on is manual.