Manage workflow automation

The Workflow Automation dashboard provides a central location to view, manage, and monitor all workflows in your account. Use the dashboard to edit configurations, track version history, manage execution schedules, and troubleshoot failures.

Common tasks

Quick access to workflow management operations:

• View workflows - Access dashboard and filter workflows
• Edit a workflow - Update configuration or settings
• Manage versions - Understand automatic versioning and pin versions for scheduling
• Duplicate a workflow - Copy workflows when adapting templates
• Delete a workflow - Remove workflows permanently

Before you begin

Before managing workflows, ensure you have:

• An active New Relic account with Workflow Automation access.
• At least one workflow in your account (from a template or custom-built).
• Edit and delete permissions for workflows.

New to workflows? Start with Use a template or Create your own workflow to build your first workflow.

View workflows

The workflow dashboard displays all workflows in your account with key information to help you manage them.

Access the dashboard

1. Go to one.newrelic.com > All Capabilities > Workflow Automation
2. The dashboard displays all workflows with the following information:
   • Name: Workflow identifier you assigned during creation
   • Description: Purpose or function of the workflow
   • Status: Current state (Active, Inactive, Failed)
   • Version: Current version number for tracking changes
   • Last run: Timestamp of most recent execution
   • Created by: User who created the workflow

Filter and search workflows

Use the search and filter options to locate specific workflows:

• Search bar: Enter workflow name or description keywords
• Status filter: Show only Active, Inactive, or Failed workflows
• Sort options: Order by name, last run time, or creation date

Edit a workflow

Update workflow name, description, or configuration. Access workflow management options through the more options menu (three vertical dots) next to each workflow name.

1. Go to one.newrelic.com > All Capabilities > Workflow Automation
2. Select your workflow from the list.
3. Update the workflow details:
   • Name: Change the workflow identifier
   • Description: Modify the workflow purpose description
   • Configuration: Adjust input parameters, actions, or logic
4. Click Save

Manage versions

Workflow automation automatically creates a new version every time you update a workflow definition. All previous versions remain available for reference.

Version pinning for scheduling

When you schedule a workflow, you must pin it to a specific version. This requirement ensures that scheduled executions continue to run the same tested version even when you update the workflow definition.

Start and schedule workflows support version pinning:

• When scheduling a workflow, specify which version to run
• When manually starting a workflow run, select which version to execute
• Existing schedules continue using their pinned version until you update them

This allows you to:

• Update workflows without affecting running schedules
• Test new versions manually before updating schedules
• Maintain stability for production workflows

Duplicate a workflow

Duplicate workflows when you need to adapt a template or existing workflow for a different purpose while keeping the original intact.

1. Go to one.newrelic.com > All Capabilities > Workflow Automation
2. Locate the workflow you want to duplicate
3. Click the ellipsis (three vertical dots)
4. Select Duplicate
5. The system creates a copy with "(Copy)" appended to the name
6. Rename and customize the duplicated workflow for your needs

Common duplication scenarios:

• Adapting a workflow template for your specific use case
• Creating a workflow for a different team with similar requirements
• Experimenting with significant changes while preserving the original

Delete a workflow

Remove workflows you no longer need.

1. Go to one.newrelic.com > All Capabilities > Workflow Automation
2. Locate the workflow you want to delete
3. Click the more options menu (three vertical dots)
4. Select Delete
5. Confirm the deletion in the dialog box

What gets deleted:

• All versions of the workflow
• All execution history and logs
• All scheduled runs associated with the workflow

Before deleting, verify:

• No critical automations depend on this workflow
• You have a backup copy if you might need it later
• All scheduled runs are identified and accounted for

Next steps

After familiarizing yourself with the workflow dashboard, explore these resources:

Run and monitor workflows:

• Start and schedule workflows: Trigger workflows manually or set up automated schedules

Improve your workflows:

• Best practices: Patterns for error handling, performance, and reliability
• Workflow limits: Understand timeout, action, and payload constraints

Create more workflows:

• Use a template: Deploy pre-built workflows for common scenarios
• Create your own workflow: Build custom automations from scratch