Working with Workflow Drafts

Overview

Drafts let you edit a workflow without affecting the live version. Save your changes as a draft, test them against real data, and publish when you're ready — your running workflows stay untouched until you decide to go live.

In this article, we'll be covering how to create and edit drafts, how to test a draft, and how to publish.

Create and edit a draft

Drafts are created by making changes and saving — there's no separate "create draft" step.

1. Open the workflow in the Workflow Builder. You'll land on the Latest (vX) tab.
2. Make your changes. The Save draft and Publish buttons appear in the top right once you've made a change.
3. Select Save draft. A new draft tab opens in the tab bar, labelled with the date and your name.
4. To continue editing later, reopen the workflow — your draft tab will still be open in the tab bar. Select Save to save further changes to the same draft.

You can also create a draft from any previous version: open the Version History panel, click a version to open it as a tab, then select Save draft.

Drafts don't have version numbers and don't affect the live workflow. You can save an incomplete draft — nodes with missing configuration are highlighted so you know what to fix before publishing. Multiple team members can edit the same draft.

Test a draft

You can run a test execution on a draft before publishing.

1. Open the draft tab you want to test.
2. Select Test.
3. If you have unsaved changes, select Save draft and test to save first, or Go back to keep editing.
4. Confirm the warning that the test runs against production data.

Testing a draft executes it against real production data. Any side effects — such as sending notifications or updating records — are final.

Publish a draft

Publishing replaces the current live version with your draft and increments the version number by one. The previous live version moves to Version History.

1. Open the draft tab you want to publish.
2. Select Publish.
3. Review the confirmation dialog and select Publish to confirm, or Go back to keep editing.

Once published, the draft tab closes and the Latest tab updates to the new version.

If someone else published a new version of the workflow while your draft was in progress, your draft is now based on an older version. You'll see a warning when you try to publish. You can still publish to replace the current live version with a new one based on your draft, but any changes made in the intervening publish will not be included. Review the current live version first if you're unsure.

If the workflow is currently disabled, publishing will enable it and make it available for execution.

Restore a previous version

You can revert to any previously published version from the Version History panel. See Restore a Previous Workflow Version for steps.