Edit and manage your workflows
If you’ve built a workflow, or you’re a workflow collaborator, you can make changes to it.
Tip: To learn more about managing collaborators, visit Add or remove workflow collaborators.
Edit a workflow
If you need to modify a workflow, you can edit it at any time. When you’ve finished editing, publish the changes to make them available to anyone who needs to use the workflow. Here’s what you can do:
-
Choose a new trigger
Select a different trigger to change how your workflow starts.
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Modify workflow steps
Add and remove steps, or change how steps work.
-
Change a workflow title, description or image
Add a new name, description or custom image.
-
Unpublish a workflow
For larger changes, you may want to unpublish your workflow. This will make your workflow temporarily unavailable, allowing you to make bigger updates and re-publish when the new and improved version is ready.
-
Delete a workflow
Permanently remove a workflow from Slack.
-
Change permissions
Update who can use and copy your workflow.
Choose another way for a workflow to start
- From your desktop, click on your workspace name at the top left.
- Select Tools from the menu, then click Workflow Builder.
- Select a workflow from the list.
- Click the pencil icon next to the trigger.
- Choose a new trigger and follow any set-up prompts, then click Save.
- Click Publish changes.
Change or remove steps
- From your desktop, click on your workspace name at the top left.
- Select Tools from the menu, then click Workflow Builder.
- Select a workflow from the list.
- Click the pencil icon next to the step that you’d like to change. To remove a step, hover over the pencil icon, then click the bin.
- Make your changes, then click on Save.
- Click Publish changes.
Tip: To re-order steps, hover over the pencil icon, then click the up arrow or down arrow.
Update a workflow name, description or image
- From your desktop, click on your workspace name at the top left.
- Select Tools from the menu, then click Workflow Builder.
- Select a workflow from the list.
- Click the workflow name to edit the workflow details.
- Make your changes, then click on Save.
Unpublish or delete a workflow
- From your desktop, click on your workspace name at the top left.
- Select Tools from the menu, then click Workflow Builder.
- Select a workflow from the list.
- Click the three dots icon in the top right.
- Select Unpublish or Delete from the menu, then click Unpublish or Delete to confirm.
Note: If you unpublish or delete a workflow, it will stop running for anyone currently using it. Deleting a workflow is permanent and cannot be reversed.
Change permissions
- From your desktop, click on your workspace name at the top left.
- Select Tools from the menu, then click Workflow Builder.
- Select a workflow from the list.
- Click the three dots icon in the top right.
- Select Settings, then click Edit.
- Open the drop-down menu below Who can run this workflow or Who can copy this workflow to make a selection.
- Click on Save.
- Members who collaborate on workflows
- Available on paid subscriptions
If you’ve built a workflow, or you’re a workflow collaborator, you can make changes to it.
Tip: To learn more about managing collaborators, visit Add or remove workflow collaborators.
Edit a workflow
If you need to modify a workflow, you can edit it at any time. When you’ve finished editing, publish the changes to make them available to anyone who needs to use the workflow. Here’s what you can do:
-
Choose a new trigger
Select a different trigger to change how your workflow starts.
-
Modify workflow steps
Add and remove steps, or change how steps work.
-
Change a workflow title, description or image
Add a new name, description or custom image.
-
Unpublish a workflow
For larger changes, you may want to unpublish your workflow. This will make your workflow temporarily unavailable, allowing you to make bigger updates and re-publish when the new and improved version is ready.
-
Delete a workflow
Permanently remove a workflow from Slack.
-
Change permissions
Update who can use and copy your workflow.
Choose another way for a workflow to start
- From your desktop, click your workspace name in the sidebar.
- Select Tools & settings from the menu, then click Workflow Builder.
- Select a workflow from the list.
- Click the pencil icon next to the trigger.
- Choose a new trigger and follow any set-up prompts, then click Save.
- Click Publish changes.
Change or remove steps
- From your desktop, click your workspace name in the sidebar.
- Select Tools & settings from the menu, then click Workflow Builder.
- Select a workflow from the list.
- Click the pencil icon next to the step that you’d like to change. To remove a step, hover over the pencil icon, then click the bin.
- Make your changes, then click on Save.
- Click Publish changes.
Tip: To re-order steps, hover over the pencil icon, then click the up arrow or down arrow.
Update a workflow name, description or image
- From your desktop, click your workspace name in the sidebar.
- Select Tools & settings from the menu, then click Workflow Builder.
- Select a workflow from the list.
- Click the workflow name to edit the workflow details.
- Make your changes, then click on Save.
Unpublish or delete a workflow
- From your desktop, click your workspace name in the sidebar.
- Select Tools & settings from the menu, then click Workflow Builder.
- Select a workflow from the list.
- Click the three dots icon in the top right.
- Select Unpublish or Delete from the menu, then click Unpublish or Delete to confirm.
Note: If you unpublish or delete a workflow, it will stop running for anyone currently using it. Deleting a workflow is permanent and cannot be reversed.
Change permissions
- From your desktop, click your workspace name in the sidebar.
- Select Tools & settings from the menu, then click Workflow Builder.
- Select a workflow from the list.
- Click the three dots icon in the top right.
- Select Settings, then click Edit.
- Open the drop-down menu below Who can run this workflow or Who can copy this workflow to make a selection.
- Click on Save.
- Members who collaborate on workflows
- Available on paid subscriptions