Workspaces
Workspaces let you group related flows and folders together, making it easier to organize and manage automation across teams or projects. They help you separate concerns so you see only the flows that matter to you. For example, you might keep production cost and compliance flows in one workspace and sandbox or non-production experimentation in another, mirroring how you segment cloud environments.
When you select a workspace, the sidebar displays:
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Workspace: The currently selected workspace (including Default). In Workspace, you can list, create, and select workspaces. To rename, edit, or delete workspaces, use Workspaces under Related features in the sidebar. You can filter and search workspace lists.
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In this workspace: All flows shows the folder view for the currently selected workspace. Run history applies to the selected workspace.
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Shared across workspaces: Templates, Connections, and Variables are organization-wide resources.
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Related features: CloudFlow features that apply to flows such as Tables, Workspaces, and Policies.
Within the workspace you are viewing, folders nest flows in a hierarchy under All flows. Workspaces group related flows and folders. Folders organize the flows inside each workspace.
Access workspaces
Sign in to the DoiT console, select Automation and operations from the top navigation mega menu, and then select CloudFlow.
Create a workspace
To create a workspace:
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In the sidebar in Workspace, expand the list of workspaces and then choose Create new workspace.
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In Create new workspace, enter a name for the workspace. Names must be unique and can be up to 64 characters.
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Optionally, enter a description (up to 256 characters).
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Select Create.
Switch workspaces
Workspaces are persisted across features. This ensures that your filters and context are maintained when navigating between them, such as flow configuration to run history.
To switch between workspaces:
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In the sidebar in Workspace, expand the list of workspaces.
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Select a different workspace.
Move items between workspaces
Moving flows and folders between workspaces requires the CloudFlow Manager role. CloudFlow Editor cannot move items across workspaces.
Move to workspace appears in the toolbar and on flow or folder rows only when your organization has the workspaces move feature enabled. If the feature is not enabled for your organization, those options are not shown. When the feature is on but an action is unavailable to you (for example, because of your role), hover over the option to see the reason.
You can select and move multiple flows and/or folders at once.
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In All flows, use the checkboxes to select one or more flows or folders.
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Either:
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Select Move to workspace in the toolbar.
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Open the kebab menu (⋮) at the rightmost end of a flow or folder row.
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Depending on the destination, select either:
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Move to workspace
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Move to folder
Choose the destination workspace or folder and confirm. The selected items, including any subfolders and contained flows, are relocated.
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Edit a workspace
You can edit a workspace's name and description.
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In the sidebar in Related features, select Workspaces.
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Locate the workspace you want to edit and select the kebab menu (⋮) at the rightmost end of the row.
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Select Edit.
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In the Edit workspace dialog, update the name or description as needed.
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Select Save.
Delete a workspace
You can only delete a workspace that contains no flows or folders. If a workspace still has items, you must move or remove them before deleting the workspace.
You must have the correct permissions.
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In the sidebar in Related features, select Workspaces.
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Locate the workspace you want to delete and select the kebab menu (⋮) at the rightmost end of the row.
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Select Delete.
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In the confirmation dialog, select Delete to confirm.
The Delete option is disabled for workspaces that contain flows or folders. The tooltip indicates how many items remain in the workspace.