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.
- Click Automations on the left hand menu.
- Click Pipelines in the top menu.
- 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.
- Select the Settings tab to name the workflow under the Name line.
- Toggling Workflow Active changes the workflow’s status from active to inactive, or vice versa.
- Toggling Show in Activity Feeds enables notifications in your activity feed, saying this workflow is running, and which step it’s on.
- 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.