Workflow Lifecycle in RiskOS™

Workflow states

The State column on the Workflows page displays the current status of each workflow:

• Draft: Workflows start here when created and saved. Drafts can be freely edited and tested.
• Published: Once a workflow is built and tested, it can be published. Published workflows are frozen (cannot be edited directly) but can still be tested.
  • To change a published workflow, you must either restore it (creating a new minor version) or duplicate it (creating a new major version).
• Live: A workflow that actively processes evaluations through the evaluation API.
  • Live workflows cannot be edited directly. To change them, duplicate or restore first.
  • Only one workflow per use case can be live at a time.
  • Important: If an experiment (Champion–Challenger) is active, you cannot make a workflow live until the experiment finishes.

Workflow versioning

RiskOS™ uses major and minor versions to track workflow changes.

Archive view

Workflows can be archived. Access the archive view from the three-dot menu by selecting View archived workflows Archived workflows can’t be published or edited, but they can be viewed or restored at any time.

Activity tab

Shows a timeline of all actions taken on a workflow’s major version.

Actions in the Workflow page

These actions are available depending on your role and permissions:

• Edit: Modify a draft workflow.
• Duplicate: Create a new draft based on an existing workflow. Produces a new major version.
• Publish: Freeze a draft and move it to the published stage.
• Make Live: Launch a published workflow (requires Move to Live permissions).
  • The workflow immediately begins processing incoming traffic.
• Export: Download a workflow configuration (requires Review permissions).
• Archive: Move a workflow to the archive view (requires Review permissions).
  • Archived workflows are not deleted.
  • To access them, click the three-dot menu next to New Workflow → View archived workflows.
  • Restore: Archived workflows can be restored to the Draft stage if needed.

Important indicators

When viewing the Workflow dashboard, look for these visual indicators:

• Workflows with errors: A red triangle icon in the Tags column indicates errors in the workflow.
• Experiment Active Workflow: A workflow currently in an experiment cannot be made live until the experiment ends. See Champion–Challenger for details.