The Details tab contains both the general details of the Workflow such as its name and any notes to help other Users who may want to update it, but also allows managing Workflow Versions, and even deleting the entire Workflow if it is not needed any more.
Versions have a few different functions, but primarily they are used to allow changes to be made to a non-Published Version of a Workflow, which is then Published once all of the changes have been tested and are ready for agent usage.
How To
The Details panel shows the Workflow's name as well as any notes that may have been added by anyone with a Designer licence part. The name can be freely edited without fear of breaking any linkages or relationships within Intelligent Agent or externally (as external connectivity is handled by the Campaign identifier instead), and it is encouraged that notes be kept on salient details relating to each Version to assist other Users.
The Versions panel shows the Versions that currently exist for this Workflow, including who created the Version and when. If a Version has been Published, then it will be indicated with a triangular icon. Highlighting a Version allows for it to be deleted, exported to a .exp file, or opened in the Designer for editing. The most recent version of the Workflow can also be used to create a new Version by clicking the Duplicate Latest Version button, but if you want to use a Version other than the most recent to create a new Version then you will need to export that Version and then import it without changing the Workflow name.
The Delete button at the bottom will delete the entire Workflow, including all Versions. This cannot be done while the Workflow is still linked to any active Campaigns, or has any unfinished records.
