Editing and managing advanced action flows (EAP)

After you createadvanced action flows, you can edit their code directly or use the AI chat to make updates. Additionally, you can clone, publish, unpublish, revert to a previous saved version, view the workflow's execution history, and delete advanced action flows.


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Summary: ◀▼
You can edit advanced action flows by modifying code directly or using AI chat, clone existing flows to create new ones, and test flows with real data. Publish flows to activate them, and deactivate or delete when no longer needed. You can also revert to previous versions to undo changes. These features help manage workflows for automating support processes effectively.




After you create advanced action flows, you can edit their code directly or
use the AI chat to make updates. Additionally, you can clone, publish, unpublish, revert
to a previous saved version, view the workflow's execution history, and delete advanced
action flows.
This article contains the following topics:
Editing advanced action flows
Testing advanced action flows
Cloning advanced action flows
Publishing advanced action flows
Deactivating and activating advanced action flows
Reverting to previous versions of an advanced action flow
Deleting advanced action flows



Related articles
Creating advanced action flows
Monitoring and troubleshooting advanced
action flows




Editing advanced action flows

Advanced action flows can be edited directly in the code panel or through the AI chat
panel.

To edit advanced action flows
In Admin Center, click
Apps and integrations in the sidebar, then select Actions > Advanced action
flows.
Next to the advanced action flow you want to edit, click the options menu
( ) and select Edit.
Use any of the following methods to update the advanced action flow:
Use the AI chat panel on the left to specify the necessary changes
and let AI update the code and flow chart.
Note: This is different from the admin copilot
panel.

Click Edit to edit the workflow's code directly, and then
click Save when your updates are complete.
To edit the workflow's title, description, or tags, click the
options menu ( ) at the top of the page and select
Properties. Make your changes and then click
Save.

Click on a node in the flowchart to view the corresponding function
in the code panel.

(Optional) Click Test to test the
advanced action flow with your changes.
Click Publish.





Testing advanced action flows

Advanced action flows are tested using real data. Test runs can actually modify real
records, so it's important to use test tickets and other test records.

To test an advanced action flow
In Admin Center, click
Apps and integrations in the sidebar, then select Actions > Advanced action
flows.
Next to the advanced action flow you want to test, click the options menu
( ) and select Edit.
At the top of the page, click Test. As a test runs, the flow chart
highlights each step as it occurs in blue, and indicates any failures in
red.

If your workflow contains a pause, click Resume to continue with the
test.
Review the test results using the tabs below the editor.

Console: Timestamped log output and step boundaries,
color-coded by level with expandable JSON.

Network: Record of every HTTP request with method, URL, and
status. Failures are highlighted in red. Clicking a row reveals the
request and response headers and bodies.

Code: The code as it was when the workflow ran.

Poll: Polling details for poll triggers.


Resolve any failures from the test and click Save.





Cloning advanced action flows

If you need to create a new advanced action flow that is similar to an existing
workflow, you can clone it as a starting point and make your modifications from
there.

To clone advanced action flows
In Admin Center, click
Apps and integrations in the sidebar, then select Actions > Advanced action
flows.
Next to the advanced action flow you want to clone, click the options menu
( ) and select Clone. A copy of the
advanced action flow is created and added to the top of the
list.

Next to the clone advanced action flow, click the options menu ( ) and select Edit.

Edit the workflow's properties and
code.
(Optional) Click Test to test the
advanced action flow with your changes.
Click Publish.





Publishing advanced action flows

Advanced action flows must be published before they can run automatically when their
trigger condition is met. When an advanced action flow is published, it is
automatically active. However, you can deactivate or delete published
action flows if they are no longer needed.

To publish workflows from the advanced action flows list
In Admin Center, click
Apps and integrations in the sidebar, then select Actions > Advanced action
flows.
Next to the advanced action flow you want to publish, click the options menu
( ) and select Publish. Alternatively,
you can select Edit to review the workflow and then click
Publish from the editor.
The workflow becomes active
immediately.






Deactivating and activating advanced action flows

An advanced action flow can be deactivated if you need to stop using it temporarily.
When you're ready, you can activate the workflow again.
If you permanently don't need an advanced action flow, you can delete it instead.

To deactivate or activate advanced action flows
In Admin Center, click
Apps and integrations in the sidebar, then select Actions > Advanced action
flows.
Next to the advanced action flow you want to deactivate or reactivate, click
the options menu ( ) and select Deactivate or
Activate. The workflow's status is updated
immediately.






Reverting to previous versions of an advanced action flow

If you need to rollback changes to an advanced action flow, you can use the
workflow's version history to select a previous version to revert to. Executions
that have already begun continue using the version they started with.
When you revert to a previous version of an advanced action flow, that prior
version's trigger and code are copied into a new version, so the version history
remains accurate and complete.

To revert to a previous versions of the workflow
In Admin Center, click
Apps and integrations in the sidebar, then select Actions > Advanced action
flows.
Next to the advanced action flow you want to revert, click the options menu
( ) and select Version History.
On the Version history page, click the options menu ( ) next to the version you want to revert to and
select Revert to this version. Alternatively, to review the version
prior to reverting, click the options menu ( ) and select Open. Review the
version, and then click Revert to this version at the top of the
page.

In the confirmation dialog, click Revert.





Deleting advanced action flows

If an advanced action flow is no longer needed and won't be used again in the future,
you can delete it. This is permanent and can't be undone.

To delete advanced action flows
In Admin Center, click
Apps and integrations in the sidebar, then select Actions > Advanced action
flows.
Next to the advanced action flow you want to delete, click the options menu
( ) and select Delete.
In the confirmation dialog, click Delete.




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