Documentation Index
Fetch the complete documentation index at: https://documentation.idenfy.com/llms.txt
Use this file to discover all available pages before exploring further.
Managing Workflows
Navigation
To access the workflow management area, navigate to: Business Verifications → Configuration → WorkflowsActions & Features
On the main Workflows page, you can perform the following high-level actions:- View Workflows: See a list of all existing workflows, including their unique IDs and Names.
- Create New: Click the Create New button in the top right to build a flow from scratch.
- Import Workflow: Use the Import button to upload a pre-configured workflow file.
- Pagination: Navigate through your list of workflows using the results counter at the top of the table.
Workflow Options
Click the three dots (⋮) icon on any specific workflow row to open the management menu:| Option | Description |
|---|---|
| Edit | Modify the steps and logic of the existing workflow. |
| Create a copy | Duplicate the workflow to use as a template for a new one. |
| View documentation | Access technical details or guides specific to that flow. |
| Set as default | Mark this workflow as the primary flow for your business verifications. |
| Export workflow | Download the workflow configuration for backup or transfer. |
| Delete | Deletes workflow permanently. If the workflow has an associated Business verification with it, the system will not allow you to delete it. |
Managing Steps in Workflow
To enable / disable specific steps in the workflow, you can simply turn on the widget in the top right corner.