Public Workflows
Public workflows in Cobalt allow linked accounts to create and execute their own workflows.
Overview
Public workflows operate in the production environment, enabling real-time automation and execution.
Below is a sample implementation of public workflows once you have embedded it into your platform.
Since public workflows are designed to be live, any modifications are made in draft mode before being published. Users can:
- Edit the workflow in draft mode.
- Test changes using Workflow Testing.
- Publish the draft to update the live workflow.
Once published, the new workflow state becomes live, ensuring seamless execution.
Public Workflow Types
Public workflows can be created at two levels:
Embed Public Workflows
To embed the public workflow into your platform, use the following iframe:
You need to provide the Workflow Id and Session Token.
Editing and Publishing Public Workflows
To modify a public workflow, follow these steps:
Navigate to Edit mode
Click on the + Edit Workflow
button.
Update and Publish
Make the required changes in the workflow while you are in Edit mode and click Publish
to make the workflow live.
Save as Draft
If you do not wish to publish the changes, click Cancel
, and the live workflow remains unchanged, while your changes are saved as draft.
Executing Public Workflows
Public workflows are triggered just like regular workflows in Cobalt. The execution depends on the event selected in the Start node. Once live, the workflow runs based on its configured triggers, ensuring seamless automation.