The ability to restore deleted workflows is a vital feature that ensures you can recover valuable processes and configurations, helping prevent the loss of critical data.
Step-by-Step Guide to Restoring Workflows
1. Navigate to the Workflow List Page: Begin by accessing the main dashboard and selecting the "Workflows" section.
2. Access the "Deleted" Tab: On the Workflow list page, click the "Deleted" tab to view any workflows that have been removed.
3. Select the Workflow to Restore: Browse the deleted workflows and locate the one you wish to restore. Click the "Restore" button next to the workflow.
4. Confirm Restoration: Once you click the "Restore" button, the workflow will be moved from the deleted list back to the main workflow list, appearing in the Draft stage.
Sub-Account Transfer Workflow Update
With recent improvements, only deleted workflows from the new sub-account will be displayed. This change ensures that workflows from previous locations won’t clutter the "Deleted" tab of the new sub-account, improving the overall workflow management experience during sub-account transfers.
Note: This update enhances clarity by managing workflow displays automatically during transfers. You can proceed with sub-account transfers as usual, and the system will handle the rest.
Permissions and Important Notes
Permissions: Only Sub-account and Agency Admins can use this restore feature.
Restored Workflow State: The restored workflow will always return in the Draft stage.
Contact Removal: Any contacts who were in a wait step during the deletion will not be restored to the workflow.
Triggers & Actions: Restored workflows will retain their original triggers and actions but will not restore contacts who were active in the workflow when it was deleted.
Availability: Deleted workflows remain in the "Deleted" tab for 90 days before being permanently removed.
Deletion Restrictions: Once restored, a workflow cannot be deleted again for 48 hours. Any attempt within this time frame will result in a notification alerting you of the restriction.
Frequently Asked Questions (FAQs)
Q: How long will deleted workflows stay in the "Deleted" tab?
A: Deleted workflows will remain accessible for 90 days.
Q: Can I delete a workflow immediately after restoring it?
A: No, restored workflows cannot be deleted again for 48 hours after being restored.
Q: Will the workflow be published after I restore it?
A: No, the restored workflow will be in Draft mode. You will need to review and publish it.
Q: Will all data in the workflow be retained after restoring it?
A: While the workflow’s triggers and actions will remain intact, contacts in a wait step or in the workflow at the time of deletion will not be restored. You’ll need to manually review any contact data as it won’t carry over from when the workflow was deleted.
