Actions on workflow

Workflow context menu provides options to manage your workflows effectively. You can rename, duplicate, delete, and enable/disable workflows as needed.

Rename workflow

To rename a workflow:

• Use ... actions button next to the workflow name in the Workflows list
• Select Rename workflow
• Enter a new name and confirm

Duplicate workflow

To duplicate a workflow:

• Use ... actions button next to the workflow name in the Workflows list
• Select Duplicate workflow

A copy of the workflow is created with a prefix Copy of.

Delete workflow

To delete a workflow:

• Use ... actions button next to the workflow name in the Workflows list
• Select Delete workflow
• Confirm deletion

Enable or disable workflow

A workflow when enabled will execute its triggers and actions as configured. Workflow can be enabled or disabled as needed using the toggle button in the workflow toolbar.

Pending workflow executions

When you publish changes to a workflow, some executions may already be paused and waiting to resume (for example, at a Delay or Wait Until node). In such cases, NocoDB prompts you to decide how those pending executions should be handled.

Available options

• Let them continue with old version Pending executions resume using the previously published version of the workflow. Any new changes you are publishing apply only to future executions.

• Cancel pending executions All paused executions waiting to resume are stopped permanently and will not continue. Only newly triggered executions will use the updated workflow version.

Workflow notes

Workflow notes help document and explain the purpose of a workflow or individual steps within it. Notes are especially useful for complex workflows, team collaboration, and future maintenance.

Notes appear as colored annotation cards on the workflow canvas and do not affect execution.

Add a note

To add a note:

• Click the 📄 button on the workflow canvas floating toolbar
• Double-click the new note to enter your text

You can use notes to describe:

• What a trigger or action does
• Why a condition exists
• Business logic or verification criteria

Edit or delete a note

• Click on an existing note to edit its content
• Use the 🗑️ button to remove the note from the workflow

Formatting support

Notes support basic text formatting such as bold, italic, and underline, making key information easier to scan.