Configure Workflows

Create a Workflow
A workflow contains a series of tasks that need to be completed. These tasks can be listed sequentially or split into multiple branches. For example, you...
Fri, 6 Jun, 2025 at 3:37 PM
Add Tasks and Branches
You can add a task after any existing task in the workflow. To add a task: Hover an existing task. Click +, then click New Task. The task is added af...
Fri, 6 Jun, 2025 at 3:35 PM
Clone a Workflow
You can create a workflow by cloning an existing workflow and then modifying it.   From the Workflows view:  Select a workflow in the Workflows list....
Fri, 6 Jun, 2025 at 3:41 PM
Call Another Workflow
You can link workflows together by calling a workflow from another workflow.  Hover over an existing task. Click +, then click Call Another Workflow: ...
Fri, 8 Aug, 2025 at 2:08 PM
Edit a Workflow
You can edit a workflow’s properties (name, description, and duration). You can also edit the workflow tasks.   Select the workflow that requires ed...
Fri, 6 Jun, 2025 at 4:31 PM
Disable a Workflow
You can disable a workflow to prevent it from being activated. This allows you to temporarily remove a workflow without deleting it. When you want to use...
Fri, 8 Aug, 2025 at 3:37 PM
Delete a Workflow
You can delete a workflow that you no longer need. This only deletes the workflow template and does not delete active workflows. Note  If you want to te...
Fri, 6 Jun, 2025 at 4:20 PM
Disable Manual Activation of a Workflow
Available as of Blue Relay version 5.43 TABLE OF CONTENTS Why disable manual activation of a workflow? How to disable manual activation of a workf...
Fri, 20 Jun, 2025 at 4:39 PM
Exporting and Importing a Workflow
There are 2 ways to export a workflow as a JSON file: Export Workflow by Name and Export Workflow by Id. As their names imply, the JSON file that is gen...
Fri, 8 Aug, 2025 at 4:41 PM