Publishing, Unpublishing, and Archiving Workflows

Publishing a workflow makes it available to all partners. Partners will not be able to use it until you publish it.

A workflow must have a thumbnail image, a description, and at least one configured step before you can publish it. For more information, see the How to Add Steps to a Workflow and How to Review and Edit Workflow Details sections of this article.

To publish a workflow, follow these steps:

1. Navigate to Partner Marketing > Workflows.
2. Click on the required workflow to open it for edit. The workflow details view displays.
3. Click Publish.

   If the button is not visible, you probably need to add a thumbnail and description to the workflow.

To unpublish a published workflow, follow these steps:

1. Navigate to Partner Marketing > Workflows.
2. Click on the required workflow to open it for edit. The workflow details view displays.
3. Click Unpublish.

To archive a workflow, it must be unpublished. To archive a workflow, follow these steps:

1. Navigate to Partner Marketing > Workflows.
2. Click on the required workflow to open it for edit. The workflow details view displays.
3. Click Archive.

You can unarchive an archived workflow using the same steps then choosing Unarchive. Once you unarchive a workflow, you will need to publish it again before you partners can use it.

Important:

Do not archive a workflow that has active participants. Wait until all participants have been run through the workflow before archiving.