Pack Management
A Pack is a collection of Workflows.
Create a New Pack
Navigate to the Workflows page in your Workspace.
In the left-hand sidebar, click the "+" icon
Fill in the necessary details:
Pack name: My first Pack
Description: This is a Pack.Then click the Create button. The new Pack is displayed on your Automation's screen.
Filtering Your Packs
There are various filtering options available to help you locate the exact pack you are searching for:
| Filter By: | Description | Example |
|---|---|---|
| Pack | You can use the the search bar or checkboxes underneath the search bar to easily filter through and locate the desired pack by its name. |  |
| State | You have the option to filter your packs based on the current state of your Workflows. You can select one of two options: Active or Inactive. |  |
| Trigger Type | You have the ability to filter through your packs based on the specific trigger type that was chosen during the automation creation process: Event Based, On-Demand, Scheduled |  |
| Tags | You can filter through your packs based on the tags you gave to the Workflows you created. |  |
| Vendors | You have the option to filter your packs by either searching or selecting the vendors utilized within the Workflows you have created.. |  |
To reset the filters that you have applied to your pack for filtering through your packs, you have two options. You can either click the X button adjacent to your pack name or you can use the Clear all Filters button.
Editing a Pack
Locate the pack you you wish to edit on the Workflows page and proceed to click on the
button.Choose the Edit info option from the dialogue box that appears.
You will be directed to a Edit Pack window where you can edit any information necessary.
Click the "Done" button to apply your changes.
Deleting a Pack
Locate the pack you you wish to delete on the Workflows page and proceed to click on the
button.Click on "Delete pack" option from the dialogue box that appears.
Confirm you would like to delete the Pack by clicking the "delete" button.
The pack will then be removed from your workspace.
Interactive Tutorial Guide- Pack Management
You can also refer to the following tutorial guides for a more in-depth understanding of how to create, edit or delete