Workflow states
Workflows progress through different states during their lifecycle.Draft
Draft
Draft workflows can be edited and tested but won’t execute automatically. Use draft state to build, refine, and test automation before activation.What you can do:
- Edit triggers and actions
- Add or remove workflow steps
- Test with manual triggers
- Validate workflow configuration
Published
Published
Published workflows are active and ready to respond to triggers. They execute automatically and can be edited while maintaining service.What happens:
- Trigger is registered with monitoring system
- Workflow executes automatically when trigger conditions are met
- All executions are logged and tracked
- Workflow appears in active workflows list
- Changes can be made without stopping execution
- Changes take effect only after publishing
Deprovisioned
Deprovisioned
Deprovisioned workflows are immediately stopped by killing running executions and unregistering triggers. With edit-while-published, deprovisioning is less common since you can update workflows without stopping them.What happens:
- Running executions are killed immediately
- Trigger stops listening for new events
- Workflow moves to inactive state
- Historical logs are preserved
Use Pause to prevent new workflows from starting while allowing in-flight workflows to complete.
Deleted
Deleted
Deleted workflows are soft deleted, preserving historical records while removing them from active use.What happens:
- Workflow removed from active lists
- Execution history preserved
- Can be restored by support if needed
- Permanent deletion occurs after retention period
Publishing workflows
Publish workflows to make them active and ready to respond to triggers.1
Complete workflow configuration
Ensure your workflow has a trigger and at least one action
2
Validate workflow
The system automatically checks for required fields, proper connections, and valid configurations
3
Fix validation errors
Address any highlighted issues before publishing
4
Click Publish
Confirm publication to activate your workflow
5
Verify activation
Check that the workflow appears in your active workflows list
You need appropriate permissions to publish workflows within a collection. Contact your workspace administrator if you cannot publish workflows.
Validation requirements
Before publishing, workflows are validated to ensure they will work correctly.Trigger validation
Trigger validation
Requirements:
- Exactly one trigger configured
- All required trigger fields completed
- Valid filters and conditions
- Proper channel or event selection
- Missing trigger configuration
- Invalid channel selection
- Incomplete filter conditions
Action validation
Action validation
Requirements:
- At least one action connected to trigger
- All required fields populated
- Valid dynamic references
- Proper integration permissions
- Missing required fields
- Invalid dynamic value references
- Disconnected integrations
- Insufficient permissions
Connection validation
Connection validation
Requirements:
- All actions connected to trigger or previous actions
- No orphaned steps
- No circular dependencies
- Valid execution flow
- Disconnected actions
- Circular references between steps
- Invalid execution order
Integration validation
Integration validation
Requirements:
- All referenced integrations connected
- Valid authentication credentials
- Proper API permissions
- Active integration status
- Disconnected integrations
- Expired credentials
- Insufficient API permissions
Updating published workflows
Edit published workflows without stopping them. Choose how to apply changes when publishing updates.1
Edit the workflow
Make changes to triggers, actions, or configuration while the workflow remains published
2
Review unpublished changes
A banner appears showing “This workflow has unpublished changes” with publish and discard options
3
Choose publish method
When ready to publish:Publish - Apply changes to new runs only
- In-flight workflows continue uninterrupted
- New runs use updated configuration
- No interruption to running workflows
- Stops all currently running workflows immediately
- All new runs use updated configuration
- Use when you need all workflows to use the new version and existing workflows can be killed abruptly
4
Discard changes (optional)
Click “Discard changes” to revert unpublished edits and restore the last published version
The system shows how many active runs will be stopped when using “Stop & Publish” to help you make an informed decision.
Managing unpublished changes
Track and manage edits made to published workflows before publishing updates.Viewing unpublished changes
Viewing unpublished changes
A floating banner appears at the top of the workflow editor when you have unpublished changes. The banner shows:
- Clear indication that changes are unpublished
- Quick access to publish or discard actions
- Persistent reminder until changes are published or discarded
Publishing changes
Publishing changes
Choose between two publish methods:Publish:
- Leaves running workflows intact
- Only affects new workflow runs
- Recommended for most updates
- No interruption to running workflows
- Stops all running workflows first
- Affects both existing and new runs
- Use when immediate consistency is required
- Shows count of workflows that will be stopped
Discarding changes
Discarding changes
Revert unpublished changes to restore the last published version:
- All unpublished edits are removed
- Workflow returns to last published state
- Cannot be undone (unless you republish the changes)
- Useful for abandoning experimental changes
Change tracking
Change tracking
Ravenna tracks the difference between your published version and current edits:
- Only the latest published version is tracked
- Each publish creates a new version in history
- Discarding changes removes all unpublished edits at once
- No partial change tracking or staging
Best practices
Test before publishing
Test before publishing
Thoroughly test workflows in draft state before publishing. Use manual triggers to verify each step works correctly with realistic data.
Coordinate with teams
Coordinate with teams
Communicate with stakeholders before publishing workflows that affect shared processes. Ensure team members understand what the automation will do.
Monitor after publishing
Monitor after publishing
Watch newly published workflows closely for the first few executions. Verify they behave as expected and handle real-world conditions correctly.
Document changes
Document changes
Add clear descriptions to workflows explaining their purpose and any recent changes. This helps team members understand updates and troubleshoot issues.
Plan for failures
Plan for failures
Consider what happens if steps fail. Add conditional logic or error handling to ensure workflows degrade gracefully.
Start with limited scope
Start with limited scope
Begin with workflows that affect a small subset of tickets or users. Expand scope after verifying reliable operation.
Choose the right publish method
Choose the right publish method
Use “Publish” by default to avoid disrupting running workflows. Only use “Stop & Publish” when:
- You need to stop existing workflows to ensure all future runs use the new version
- You’re fixing a critical bug and need to prevent any workflows from running with the old version
- The change is urgent and existing workflows can be killed without issue