Manage Workflow Lifecycle

Workflow states

The State column on the Workflows page displays the current status of each workflow:

• Draft: Workflows start here when created and saved. Drafts can be freely edited and tested.

• Published: Once a workflow is built and tested, it can be published. Published workflows are frozen (cannot be edited directly) but can still be tested.

• To change a published workflow, you must either restore it (creating a new minor version) or duplicate it (creating a new major version).

• Live: A workflow that actively processes evaluations through the evaluation API.

• Live workflows cannot be edited directly. To change them, duplicate or restore first.

  • Only one workflow per use case can be live at a time.
  • Important: If an experiment (Champion–Challenger) is active, you cannot make a workflow live until the experiment finishes.

Workflow versioning

RiskOS™ uses major and minor versions to track workflow changes.

• Created when a workflow is duplicated.

  • Example: Duplicating version 1.x.0 creates version 2.0.0.

• Increment each time a workflow is edited and saved.

  • Example: Editing version 1.0.0 and saving produces 1.1.0.

1. On the three-dot menu, click Show Version History.
2. The Version History window displays:

• Minor version status

  • Notes for each version
  • Action dates
  • User who made the changes

• You can view and restore any previous minor version. Restoring creates a new editable version with the same configuration.

Archive view

Workflows can be archived. Access the archive view from the three-dot menu by selecting View archived workflows. Archived workflows can’t be published or edited, but they can be viewed or restored at any time.

Activity tab

Shows a timeline of all actions taken on a workflow’s major version.

Actions in the Workflow page

These actions are available depending on your role and permissions:

• Edit: Modify a draft workflow.

• Duplicate: Create a new draft based on an existing workflow. Produces a new major version.

• Publish: Freeze a draft and move it to the published stage.

• Make Live: Launch a published workflow (requires Move to Live permissions).

• The workflow immediately begins processing incoming traffic.

• Export: Download a workflow configuration (requires Review permissions).

• Archive: Move a workflow to the archive view (requires Review permissions).

• Archived workflows are not deleted.

  • To access them, click the three-dot menu next to New Workflow → View archived workflows.
  • Restore: Archived workflows can be restored to the Draft stage if needed.

Important indicators

When viewing the Workflow dashboard, look for these visual indicators:

• Workflows with errors: A red triangle icon in the Tags column indicates errors in the workflow.
• Experiment Active Workflow: A workflow currently in an experiment cannot be made live until the experiment ends. See Champion–Challenger for details.