Accessing the Workflow Designer

You are viewing documentation for a version of Secret Server that is no longer supported. Delinea supports Secret Server for one year after release. This version has passed that window and will no longer receive updates. We strongly recommend upgrading to a supported version. Visit the current version of this page for the latest documentation.
For release dates, end-of-support timelines, and upgrade guidance, see the Secret Server Product Lifecycle page.
You can view the latest version of the Secret Server documentation here.

To access workflows:

  1. Go to Admin > Workflows. The Workflows page appears:

    image-20210310100523134

    The page lists all active workflows.

  2. (Optional) Click to enable the Show Inactive toggle button, under the Create Workflow button, to show both active and inactive templates. When the toggle button is disabled, it only shows active workflows.

  3. Click any workflow in the list to go to the designer page for that workflow:

    image-20210310101156191