Manage Wandz Workflows

Overview

Once you publish a workflow, it runs automatically based on its configuration. You do not have to keep reopening its canvas to keep track of it on a daily basis. Instead, you can use the Workflows listing page to find, filter, review, and manage every workflow in the account. Whether you are confirming a scheduled run completed on time or checking why a condition-based trigger has not fired yet, you can do it all from the Workflows listing page.

This article covers searching and filtering the workflows list to locate a specific workflow, taking action on it directly from that list, and reviewing its execution history to confirm every node completed as expected.

Access and Navigate the Workflows Listing Page

The Workflows listing page lists every workflow in the account, along with its status and recent activity. To access this page:

1. Log in to your Wingify account.
2. From the left navigation panel, go to Wandz > Workflows.
   This opens the Workflows dashboard, divided into two sections:
   • At the top, a workflow template gallery that offers common starting points, plus a Start from scratch option, for creating new workflows.
   • At the bottom, a list of existing workflows for managing the ones already created.

This article focuses on the second part, the workflows list. For more information on how to create a workflow, see Build a Wandz Workflow Manually to Automate Tasks or Build a Wandz Workflow Using the Wandz Workflow Assistant.

Each row on the Workflows listing page displays individual workflow details under the following columns:

• Workflow: the workflow's name, and its description (if added).
• Status: the workflow's current state.
• Triggers: the type of trigger configured in the Start node.
• Last Run: when the workflow last ran, or Never if it has not run yet.
• Created at: the date and time the workflow was created.
• Action: the Action menu for that workflow.

Use the page controls at the bottom of the list to move between pages when the account has more than 10 workflows.

Search for Workflows

If the list of workflows is long, search by name to jump straight to a specific workflow instead of scanning the full list. Enter the workflow's name, or part of it, into the search bar.

The list updates to show only workflows matching your search.

Filter Workflows

1. Click Add filter next to the search bar.
2. Select Status to filter by whether a workflow is active or paused, or Triggers to filter by the type of trigger a workflow uses.

The list updates to show only workflows matching the filter you selected.

Take Action on a Workflow

Click the Action menu next to any workflow to manage it without opening the canvas. Select one of the following options to take the appropriate action:

• View: open the workflow in read-only mode to review its configuration.
• Edit: open the workflow canvas to change its nodes or trigger.
• View last runs: open the workflow's run history.
• Resume / Pause: reactivate a paused workflow so it runs again based on its trigger. Once the workflow is running, this option changes to Pause. Use it to stop the workflow without deleting it.
• Delete: permanently remove the workflow.

Monitor Workflow Runs and Execution History

After a workflow runs, its execution history shows whether every node completed as expected.

1. Click View last runs from the Action menu on the Workflows listing page, or the Previous run history icon from within an open workflow, to open the list of past runs for the workflow. Each run displays its execution date, time, and status.
2. Click on any entry in the panel to view the run details. Completed nodes show a green checkmark, and nodes that failed to execute show a red cross mark.
3. Click on each node to view its execution details.

Review Assistant-Edited Workflow Versions

The Wandz Workflow Assistant can add, remove, or reconfigure nodes on your behalf with each message you send it, which means a workflow's structure can change multiple times in a single conversation. To keep track of that, every accepted change is saved as its own version, whether you are building a new workflow from scratch or editing one that's already published. Each version is a record of exactly what that one edit changed. This lets you retrace how the workflow reached its current state, or confirm a specific instruction was applied the way you intended, without having to reconstruct the change from memory.

To review a past edit:

1. Open the workflow and expand its assistant chat panel.
2. Within the chat, scroll to the workflow card for the edit you want to review. Each card shows the workflow's name, a Workflow Editor label, and an Active status tag if the version is currently active.
3. Click View Version on that card to see what that specific edit changed.

See Build a Wandz Workflow Using the Wandz Workflow Assistant for the complete steps on building and refining a workflow through the assistant.

Troubleshooting