> ## Documentation Index
> Fetch the complete documentation index at: https://docs.designiq.app/llms.txt
> Use this file to discover all available pages before exploring further.
# Workflow Detail Page
> Navigate and manage individual workflows
## Accessing the Workflow Page
The workflow detail page is accessed when you click on a specific workflow from the Workflows list. The URL follows the pattern:
```
/dashboard/[orgId]/workflows/[workflowId]
```
## Workflow Page Overview
The workflow detail page displays comprehensive information about a single workflow.
\[SCREENSHOT PLACEHOLDER: Workflow detail page showing workflow name, items, and actions]
## Page Components
### Workflow Header
Displays:
* Workflow name
* Description
* Creation date and author (if available)
* Edit and delete buttons
### Workflow Items List
Shows all checklist items in the workflow:
* Item text/question
* Categories and tags
* Order or sequence
* Edit/delete actions for each item
### Actions Section
Buttons and controls for:
* **Run Workflow** - Execute this workflow on documents
* **Edit Workflow** - Modify name, description
* **Add Item** - Create new checklist items
* **Delete Workflow** - Remove the entire workflow
### Execution History
View past executions of this workflow:
* Date and time of execution
* Project and documents reviewed
* Link to results
* Execution status
## Managing Workflow Items
From the workflow page, you can:
### Add Items
1. Click "Add Item" or "Create Checklist Item"
2. Enter the review question
3. Assign category and tags
4. Save the new item
### Edit Items
1. Click the edit button on an item
2. Modify the question, category, or tags
3. Save changes
### Delete Items
1. Click the delete button on an item
2. Confirm deletion
3. The item is removed from the workflow
### Reorder Items
If supported, you can drag and drop items to reorder them logically.
\[SCREENSHOT PLACEHOLDER: Workflow items with edit/delete buttons]
## Editing Workflow Details
Click "Edit Workflow" to modify:
* Workflow name
* Workflow description
* Other metadata or settings
Changes apply to future executions but don't affect past results.
## Running from the Workflow Page
Click "Run Workflow" to:
1. Open the execution modal
2. Select a project
3. Choose documents
4. Start the AI review
This is a convenient way to execute a workflow when you're already viewing its details.
## Viewing Execution History
The execution history section shows:
* All past runs of this workflow
* When each execution occurred
* Which project and documents were reviewed
* Links to view the results
This helps you:
* Track review history
* Compare results over time
* Access previous findings
\[SCREENSHOT PLACEHOLDER: Workflow execution history list]
## Deleting a Workflow
Deleting a workflow removes the workflow and all its items. Past execution results are typically preserved but may lose their association with the workflow.
To delete:
1. Click "Delete Workflow" or similar button
2. Confirm you want to permanently delete
3. The workflow is removed from your list
## Workflow Page Best Practices
**Keep Items Updated** - Regularly review and refine workflow items based on results.
**Document Changes** - Update the workflow description when you make significant changes.
**Review History** - Check execution history to understand how the workflow has been used.
**Test After Edits** - Run the workflow on a small document set after making major changes.
## Navigation Tips
### Breadcrumbs
Use breadcrumbs or the back button to return to the workflows list.
### Sidebar Navigation
The sidebar remains accessible for navigating to other sections (Projects, Data, Results).
### Direct Links
Bookmark or share the workflow page URL to access specific workflows directly.
## Next Steps
Learn more about creating effective checklist items
Execute your workflow on documents
Analyze findings from workflow executions