Managing Workflows

Learn how to disable, edit, version, and monitor your workflows after they're created.

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Disabling a Workflow

Need to pause a workflow temporarily? You can disable it without deleting it entirely.

How to Disable

1. Open the Workflows home screen in Threadly

2. Find the workflow you want to disable

3. Click on the workflow to open it

4. Click the Disable or Deactivate button

The workflow's status will change from Active to Inactive, and it will stop triggering.

When to Disable vs. Archive

Action	Use When	Can Reactivate?
Disable	Temporary pause — you plan to use it again	✓ Yes
Archive	Permanent removal — you no longer need it	✓ Yes, but not intended

Re-enabling a Workflow

To turn a disabled workflow back on:

1. Open the workflow

2. Review the configuration to ensure it's still correct

3. Click Publish or Activate

The workflow will return to Active status and begin triggering again.

Disabling a workflow does not affect users who have already received it. It only prevents new triggers from firing.

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Editing and Versioning Workflows

When you edit an active workflow, Threadly creates a new version to protect your live automation.

How Versioning Works

1. You click Edit on an active workflow

2. A draft is created — the live version continues running

3. You make changes — edits only affect the draft

4. You publish — the new version becomes active, replacing the old one

This means your workflow never stops running while you're making edits.

Creating a New Version

1. Open the Workflows home screen

2. Click on the workflow you want to edit

3. Click Edit Workflow

4. Make your changes to triggers, actions, or settings

5. Click Publish to save and activate the new version

What You Can Edit

Can Edit	Cannot Edit
Workflow name	Trigger type
Actions/steps	—
Action order	—
Message content	—
Destinations	—
Delays	—
Settings (allowed days, cooldown, etc.)	—

Trigger types cannot be changed. If you need a different trigger, create a new workflow and archive the old one.

Version History

Threadly keeps a history of all published versions of your workflow. Each version records:

• Version number

• When it was created

• Whether it was active

• Any version notes

This lets you track changes over time and understand how your workflow has evolved.

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Accessing Workflow Logs

Workflow logs show you exactly when your workflows ran, who triggered them, and whether they succeeded or were skipped.

Important: Workflow logs are separate from Threadly's main activity logs. You access them directly from each workflow.

How to Access Workflow Logs

1. Open the Workflows home screen

2. Click on the workflow you want to inspect

3. Click View Logs or the Logs tab

You'll see a list of all executions for that specific workflow.

What's in the Logs

Each log entry shows:

Field	Description
Triggered at	Date and time the workflow fired
Triggered by	The user or event that caused the trigger
Channel	The channel involved (if applicable)
Status	Whether it completed or was skipped
Skip reason	Why it was skipped (if applicable)
Steps	Status of each action in the workflow

Understanding Log Statuses

Workflow Status

Status	Meaning
Completed	All steps executed successfully
Skipped	Workflow was skipped before running any steps
In Progress	Workflow is currently executing (may have delays)

Step Status

Status	Meaning
Executed	Step completed
Scheduled	Step is queued to run (usually after a delay)
Failed	Step encountered an error
Canceled	Step was canceled (workflow was disabled mid-execution)

Common Skip Reasons

If a workflow shows as "Skipped," check the skip reason:

Skip Reason	What It Means	How to Fix
day_filter	Triggered on a day not in "Allowed Days"	Adjust allowed days in settings, or wait for an allowed day
cooldown	User/channel triggered within the 60-minute cooldown window	Wait for cooldown to expire, or disable cooldown in settings
reenrollment_disabled	User/channel already received this workflow and re-enrollment is off	Enable re-enrollment in settings if you want repeats
creator_skip	You triggered your own workflow	Have a teammate test, or use a test account
form_filter_not_met	Form submission didn't match your filter criteria	Check your form filters or submit a form that matches

Filtering and Searching Logs

You can filter logs to find specific executions:

• By date range — See logs from a specific time period

• By status — Show only completed or only skipped

• By user — Find executions triggered by a specific person

Using Logs to Troubleshoot

Workflow not triggering?

1. Check if there are any log entries at all

2. If entries exist but show "Skipped," check the skip reason

3. If no entries, verify the trigger configuration

Messages not sending?

1. Find the log entry for the execution

2. Expand the steps to see individual action statuses

3. Look for "Failed" status and check the error details

Wrong timing?

1. Check the "Triggered at" timestamp

2. Verify your timezone settings in Allowed Days

3. For scheduled workflows, confirm the schedule configuration

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Cloning a Workflow

Need a similar workflow with slight changes? Clone an existing one instead of starting from scratch.

How to Clone

1. Open the Workflows home screen

2. Find the workflow you want to copy

3. Click the ... menu (or right-click)

4. Select Clone or Duplicate

A new workflow is created with:

• All the same actions and settings

• "Copy of [Original Name]" as the name

• Inactive status (so it doesn't run until you're ready)

When to Clone

• Creating variations for different channels or teams

• Testing changes without affecting the live workflow

• Building similar workflows with minor differences

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Archiving a Workflow

When you no longer need a workflow, archive it to remove it from your active list.

How to Archive

1. Open the workflow

2. Click Archive (or find it in the ... menu)

3. Confirm the action

What Happens When You Archive

• Workflow stops running immediately

• It's removed from your main workflow list

• It moves to the "Archived" filter view

• All historical logs are preserved

Viewing Archived Workflows

1. Go to the Workflows home screen

2. Click the Status filter

3. Select Archived

You'll see all previously archived workflows.

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Workflow Permissions

Not everyone can edit every workflow.

Who Can Edit

Role	Can Edit
Workflow creator	✓ Their own workflows
Workspace admin	✓ Any workflow
Other team members	✗ Cannot edit others' workflows

If you need to edit a workflow you didn't create, ask the creator or a workspace admin.

Transferring Ownership

Currently, workflow ownership cannot be transferred. If the original creator leaves, a workspace admin can manage or recreate the workflow.

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Best Practices

1. Name workflows clearly — Include the trigger type and purpose so you can find them later

2. Check logs regularly — Especially after creating or editing a workflow, verify it's running as expected

3. Use disable, not archive — If you might need the workflow again, disable it instead of archiving

4. Document your workflows — Keep notes on what each workflow does and why, especially for complex automations

5. Test before publishing — After editing, have a teammate trigger the workflow to verify it works

6. Review skip reasons — If a workflow has many skipped executions, investigate whether your settings need adjustment

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