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For an Admin to access the Workflow management table they must navigate to Global Settings > Gears Global Workflows
For a Space Admin to access their Space workflows management table they must navigate to their Space, then follow Space Settings > Integrations > Gears Space Workflows
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When you click on the Create button a dialog opens with name and description fields for you new workflow.
Import System Workflows (Space Admins only)
In the Space Settings you will have an additional option to Import a Global Workflow into your Space where you can customize it to any extent.
When importing into your space you will not affect the original Global workflow, you will essentially make a copy of it.
Name & Description
The name and description fields are inline editable so you have the ability to easily change them as you please.
Enabled
In order for a Workflow to be applied to a page it must be enabled, once it is enabled users with the appropriate permissions will be able to select it when adding it to a screen.
If your workflow is currently being used on more than one page then you are unable to Disbale it until you remove it from that page.
Usage
The usage sections shows you how many pages the workflow is currently being used on, Click the icon to view the pages and approval progress and status using the workflow you selected.
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There are three main tools that can be used to help managing your workflows easier.
Edit
Selecting edit will open up the workflow editor with your chosen workflow.
Copy
If you have an existing Workflow that works well but you just need to make a couple other slight changes, you can make a copy of it, rename it to whatever you like and begin editing.
Delete
If you no longer want your workflow, you have the ability to Delete it using this tool.
If the workflow you want to delete is currently being used on more than one page, when you click on the Delete option you will see the following imagebelow.
Once you have deleted your workflow you will be unable to retrieve it.
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