Once you've created a workflow in MediaOS, you may need to adjust its name, toggle its status, or configure manual permissions. Whether you're refining a live process or preparing one for batch actions, the workflow settings area makes it easy to stay in control.
Accessing Workflow Settings #
To begin editing a workflow, navigate to Automations from the left-hand menu. Once inside, click on the Pipelines tab at the top of the screen. This will bring you to your list of workflows. Find the one you'd like to update, and click the Edit button located on the far right.
Once inside the workflow editor, select the Settings tab to access key configuration options.
Updating the Workflow Name #
At the top of the Settings panel, you’ll find a field labeled Name. This allows you to rename the workflow to better reflect its purpose—especially helpful as your list of automations grows. Use descriptive names like Contract Thank You Email or Membership Renewal Reminder to make each workflow easier to identify.
Activating or Deactivating the Workflow #
Directly below the name field, you'll see the Workflow Active toggle. Turning this setting on activates the workflow, allowing it to run automatically based on its trigger. Switching it off pauses the automation, preventing it from executing until reactivated. This is especially useful if you're making changes or want to test logic without affecting live data.
Displaying Workflow Activity in Timelines #
The Show in Activity Feeds toggle controls whether the workflow’s actions appear in an account’s activity timeline. When enabled, MediaOS will display real-time updates showing that the workflow is running and which step it’s currently on. This is a great way to maintain transparency across your team and quickly diagnose any issues in workflow behavior.
Enabling Manual Workflow Runs #
Some workflows don’t need an automated trigger—they’re designed to run on demand. The Who Can Manually Run This Workflow section lets you configure manual access. Here, you can choose which teams—such as Accounting, Production, Sales, or Sales Managers—have permission to run the workflow manually.
This feature is especially useful for batch actions. For example, you may want to run a workflow that detects and merges duplicate accounts or initiates a process review. By enabling manual control, team members can trigger that logic when needed, without relying on system events.
Final Thoughts #
Workflow settings give you full control over how and when your automation runs. From renaming and pausing workflows to enabling activity feed visibility and configuring manual access, the Settings tab is your go-to tool for managing workflow behavior in a clean, centralized way.
