What This Screen Does
This is where you view the details of a workflow template. Think of it as looking at a blueprint for an automated process — you can see all the steps the workflow will follow, displayed as a visual flowchart. From here you can also clone, edit, activate, disable, or delete the template.
How to Get There
Open the dashboard.
In the left-hand menu, click Workflow template.
Click on any workflow template in the list.
You are now on the Workflow Template Details screen.
Step-by-Step Guide
1. View the Workflow Flowchart
The main area of the screen shows a visual flowchart of the workflow template.
Each step in the workflow is represented as a node (a box) on the chart.
Nodes are connected by animated edges (lines with moving dots) that show the order in which steps run.
You can zoom in and out using the controls at the bottom-left of the flowchart area, or by scrolling with your mouse wheel.
You can pan (move around) the chart by clicking and dragging on an empty area.
The chart automatically fits to your screen when the page loads.
2. Clone the Workflow Template
Click the Clone workflow button in the top-right action bar.
The system copies all the template data and takes you to the clone screen where you can make changes before saving it as a new template.
This is useful when you want to create a similar workflow without starting from scratch.
3. Edit the Workflow Template
Click the Edit workflow template button in the top-right action bar.
You will be redirected to the edit screen for this template, where you can add, remove, or modify nodes and connections.
This button only works if the template has been fully loaded.
4. Activate or Disable the Workflow
If the template is currently in Draft status, you will see an Activate workflow button.
Click it to set the template to Active status. Active templates can generate running workflows.
If the template is currently Active, you will see a Disable workflow button instead.
Click it to set the template back to Draft status. This stops it from generating new workflows.
A loading spinner appears on the button while the status change is being processed.
Action | When It Appears | What It Does |
Activate workflow | Template is in Draft status | Changes the template to Active so it can run |
Disable workflow | Template is in Active status | Changes the template back to Draft so it stops running |
5. Delete the Workflow Template
Click the Delete workflow button (red with a trash icon) in the top-right action bar.
A confirmation dialog will appear with an important warning:
“When deleting the workflow template, then all currently running workflows generated from the template will also be stopped.”
Click Cancel to go back without deleting.
Click Delete to permanently remove the template.
After deletion, you will be redirected back to the workflow template list.
What Happens Behind the Scenes
Viewing the Template
You open the workflow template details page
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API call: getTemplate({ id }) — fetches the template data
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Template nodes and edges are loaded into the flowchart viewer
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The flowchart renders and auto-fits to your screen
Cloning the Template
You click "Clone workflow"
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Template data is copied into the editor state (with the ID removed)
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You are redirected to the clone screen to save it as a new template
Editing the Template
You click "Edit workflow template"
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Template data is loaded into the editor state
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You are redirected to /workflow-template/:id/edit
Changing the Status
You click "Activate workflow" or "Disable workflow"
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API call: WorkflowTemplatesService.updateTemplate({ id, body: newStatus })
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API call: getTemplate({ id }) — refreshes the template data
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The button switches to show the opposite action
Deleting the Template
You click "Delete workflow"
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Confirmation dialog appears
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You click "Delete"
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API call: WorkflowTemplatesService.deleteTemplate({ id })
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Workflow template list is refreshed
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You are redirected to the workflow template list page
Troubleshooting
“The flowchart is empty or not showing anything”
The template data may still be loading. Wait a moment for the chart to appear.
If the template has no nodes, the chart area will be blank. Go back to the list and check if the correct template was selected.
Try refreshing the page. If the problem continues, the template may have been deleted by another user.
“I clicked Edit but nothing happened”
The edit button only works after the template has fully loaded. Wait for the flowchart to appear before clicking Edit workflow template.
If the template ID is missing or invalid, the system cannot navigate to the edit page. Try going back to the list and clicking the template again.
“I cannot find the Activate button”
The Activate workflow button only appears when the template is in Draft status.
If you see Disable workflow instead, the template is already active.
If neither button appears, the template may not have loaded yet. Refresh the page.
“The status change button is stuck on loading”
The button shows a spinner while the API call is in progress. If it stays loading for a long time, your internet connection may have dropped.
Refresh the page to see the current status of the template.
If the problem persists, contact your administrator — the workflow templates API may be experiencing issues.
“I accidentally deleted a workflow template”
Deletion is permanent and cannot be undone. All running workflows generated from the deleted template are also stopped.
If you need the workflow again, you will have to recreate it from scratch.
To avoid this in the future, consider cloning the template before deleting, so you have a backup.
“I cloned a workflow but it looks exactly the same as the original”
That is expected. Cloning creates an exact copy so you can make changes to the new version without affecting the original.
After cloning, you are taken to the clone screen where you can rename the template and modify its steps before saving.
“The flowchart nodes look different from what I set up”
If a node does not have a custom label, the system automatically assigns a default label based on the node type.
The visual layout (positions of nodes) is recalculated each time the details page loads, so the arrangement may differ slightly from the edit view.
“I get an error when trying to delete the template”
A red error notification will appear. Read the message — it usually explains the issue.
Common causes: the template was already deleted, a network error occurred, or you do not have permission to delete templates.
If the error is unclear, try refreshing the page and attempting the deletion again. If it keeps happening, contact support.