Please note: To rename a workflow, the workflow must be in the ‘Draft’ state. Active workflows cannot be renamed.

To rename a workflow, follow these steps:

Navigate to ‘Automation’ then ‘Workflows’ from the navigation bar.  

Select the 'Drafts' tab.

To change the name of a draft workflow, you must select the cog icon to the left of the workflow, then click ‘Rename’

Input the new name that you require for the draft workflow, then click ‘Rename’.

The data in the draft workflow dashboard will now be updated to reflect these changes.

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