Editing Your Workflow Settings

You created a workflow, but want to change a few settings or activate/deactivate it? Follow the steps below for editing your workflow settings in MediaOS.

1. Click Automations on the left hand menu. 
2. Click Pipelines in the top menu. 
3. Select the Edit button on the far right of the workflow you want to edit. The steps below outline the changes you can make when editing your workflow settings.
4. Select the Settings tab to name the workflow under the Name line.
5. Toggling Workflow Active changes the workflow’s status from active to inactive, or vice versa. 
6. Toggling Show in Activity Feeds enables notifications in your activity feed, saying this workflow is running, and which step it’s on.
7. The Who Can Manually Run this Workflow section lets you create a workflow without a trigger step and choose who (either Accounting, Production, Sales, or Sales Manager) can manually run the workflow.
   • This can be especially helpful for when you want to batch action something and run a workflow. A good example of this would be running a duplicate detection to check for duplicates inside accounts and merging that information.