Workflows: Ability to Edit Workflows without Stopping Them
under review
I
Iaroslav Kudritskiy
A versioning system that would allow Workflows to be edited without being stopped so that Contacts that are currently enrolled in it won't be ejected from it.
This helps:
- Users to stop duplicating workflows to edit them
- Contacts to not be lost when editing, because the old version of the workflow will continue to run prior to the new version being published
- Make it much easier to edit Workflows with Incoming Webhook Trigger. Currently when you duplicate a Workflow, the duplicated Workflow will have a new address for the Webhook
Here is an alternative on how to make changes to your workflow without stopping the workflow:
- Clone your workflow.
- Make changes in the Clone Workflow.
- Publish the Cloned Workflow and Stop the Original Workflow.
Note: Any contact that is halfway through the original workflow will be ejected from the workflow upon stopping the Workflow.
A
Admin DX
We have a long workflow that send follow-up messages to customer that didn't respond after a few days. Having the ability to edit workflow to change certain logic / messages without stopping and ejecting those that are still in workflow is important.
A
Alexander Shakhov
We use respond.io to sell English courses. We have long workflows that send multiple automatic reminders to customers to complete assessments. Assessments are necessary to enroll into the course. Workflow can take up to 3 days. Right now it's impossible to change workflow because there are always contacts in this workflow. We do have shorter workflows as well, and still there is a risk that you eject someone when you stop them and they will be left in undetermined state.
1) Please at least update warning message on Stop button to show number of contacts in the workflow at the moment. This will partly solve issues for shorter workflows.
2) Please allow workflow versioning to support longer workflows.
S
Shi Hui
Merged in a post:
Edit workflow without ejecting contacts from it
PHL 63 Admin
I want to modify the workflow for some changes. But I am afraid that all my saved contacts will be ejected from the workflow and disappear suddenly. Most importantly, I can't broadcast to my contacts due to modification of workflow. Please help in advance ASAP.
Gerardo Salandra
under review