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Workflow Settings ​

A workflow is a collection of connected nodes used to automate a specific process. When a workflow is run, it starts executing from the trigger node and then continues to the next connected node. The execution process ends when all nodes have been executed. You can view past executions in the workflow logs.

Additionally, you can perform some actions on a created workflow by clicking the three-dot icon ()

quick start

Copy Workflow ID ​

You can use this function to retrieve the workflow ID when using the API to run a script based on a workflow ID.

Duplicate ​

Duplicate the desired workflow. The duplicated workflow will have the word copy appended to its name.

Import workflow

Import ​

Import ​

To import an exported workflow, open the Workflow panel, click the three-dot icon (), click the Import menu and select a JSON file exported from OmniLogin's Export feature. You can choose Import from within the workflow creation area, in the workflow settings, or from the workflow list.

Import workflow

Import workflow

Import workflow

After selecting Import , a popup will appear as shown.

Import workflow

Next, click the Choose File button. A window will open showing folders and files to select for import.

Import workflow

After selecting a file, its JSON content will be displayed in the popup.

Import workflow

Next, click the Execute button. Finally, another popup will appear — click Continue to complete the import.

Import workflow

Import encrypted file ​

To import an exported workflow, open the Workflow panel, click the three-dot icon (), click the Import menu, and select a JSON file. When importing encrypted files, files encrypted with username or key will trigger different popup types

Import workflow

Import workflow

Import workflow

  • File encrypted by username: if the Omni account username matches the one allowed to use this workflow, the import will succeed.

username

  • File encrypted by key: enter the correct key for the workflow to successfully import it.

key

Export ​

Workflows in Automation are saved in JSON format. You can export this JSON file and import it into another desired workflow. To export a workflow, click the workflow’s three-dot icon () and select Export . You can export from the workflow creation area, workflow settings, or the workflow list.

Import workflow

Import workflow

Import workflow

Export workflow

Export With Encrypt ​

If you want to export a workflow while restricting access and usage time, select Export With Encrypt. You can export from the workflow creation area, workflow settings, or the workflow list.

Import workflow

Import workflow

Import workflow

You can choose access permissions with:

  • Username: the account name that is allowed to use the workflow

Import workflow

  • Key: any account using this key can use the encrypted workflow

Import workflow

Finally, you can set an expiration time for the workflow. If left blank, the workflow can be used indefinitely.

Note

Encrypted workflows can only be imported via the Import function and cannot be exported using the Export function.

Rename ​

Edit the name of the workflow.

Delete ​

Delete the workflow.

Disable ​

When selected, you will no longer be able to run this workflow.