Who can use this feature?
- All roles with access level "high"
- Available on all plans
The workflow index page allows you to manage all workflows in Catalyst.
Create a workflow folder
Use workflow folders to organize and access your workflows efficiently, including nested folders.
Folders are public to everyone.
- From within the Workflows page, click +New Folder.
- Add a folder name (required) and description (optional).
- Choose the parent folder location, and click Save.
Favorite workflows or folders
You can "star" folders or individual workflows for quick access.
- Open the folder or workflow you want to add to your favorites.
- Next to the title, click the star icon.
The workflow or folder appears in your favorites list (below workflow folders).
Filter workflows
Filter the list of workflows by the following:
- Owner: Created by me
- Status: Enabled, paused, disabled, draft
- Type: Account, opportunity, contact, additional object
Review and sort workflow details
Within the list of workflows, you can view details for workflows. Admins have clear visibility into which participants are still in the workflows—to track progress and ensure all runs are completed before disabling.
| Data | Description | Sortable |
|---|---|---|
| Workflow name | Name of the workflow | ✓ |
| Met objective |
% of participants that met objective, calculated from time of entry to 30 days after exiting the workflow This metric helps you determine if the workflow is working—the more participants meet the objectives, the more effective |
✓ |
|
Objective impact Numeric-based objectives only |
Measures % change of the metric, using average values across all participants with 3 different % change calculations:
This metric tells you how much the objective's metric has been impacted, whether positively or negatively. You can point to your workflow and say, "This at-risk save play increased numeric health by 10%." |
✓ |
| Type | The object on which the workflow is based | ✓ |
|
Current participants Drill-down metrics |
# of participants currently in the workflow (no exit date). Click to drill into name, entered date, and days in workflow | - |
|
Total runs Drill-down metrics |
Number of times the workflow has run. Click to drill into name, status, entered date, completed date, and days in workflow | - |
| Owner | Name of Catalyst user who created the workflow | ✓ |
| Last updated | Date the workflow was last updated (there is a known issue with this column currently not displaying) | ✓ |
| Status | Current workflow status: Enabled, Draft, Disabled, Paused | ✓ |