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Ability to save workflows that are not valid - add usage notes #738

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Sep 16, 2025
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Ability to save workflows that are not valid - add usage notes #738

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Ability to save not valid workflows - add usage notes
Paul-Cornell Sep 10, 2025
b1b4d1e
Incorporated feedback about local connectors
Paul-Cornell Sep 15, 2025
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15 changes: 9 additions & 6 deletions ui/workflows.mdx
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Expand Up @@ -26,7 +26,7 @@ import EnrichmentImagesTablesHiResOnly from '/snippets/general-shared-text/enric
<Warning>
You must first have an existing source connector and destination connector to add to the workflow.

You cannot create an automatic workflow that uses a local source connector.
You cannot create an automatic workflow that uses a local file as a source.

If you do not have an existing remote connector for either your target source (input) or destination (output) location, [create the source connector](/ui/sources/overview), [create the destination connector](/ui/destinations/overview), and then return here.

Expand Down Expand Up @@ -123,15 +123,13 @@ If you did not previously set the workflow to run on a schedule, you can [run th
1. On the sidebar, click **Workflows**.
2. Click the name of the workflow that you want to change.
3. Skip ahead to Step 11 in the following procedure.

</Tip>

<Warning>
You must first have an existing source connector and destination connector to add to the workflow.
You can create and save a custom workflow that uses a local file as a source or does not have a source or destination connector added. However, you cannot activate the workflow or run the workflow
either manually or on a schedule until a source and destination connector are added to the workflow.

You can create a custom workflow that uses a local source connector, but you cannot save the workflow.

If you do not have an existing connector for either your target source (input) or destination (output) location, [create the source connector](/ui/sources/overview), [create the destination connector](/ui/destinations/overview), and then return here.
If you do not have an existing connector for either your target source or destination location, [create the source connector](/ui/sources/overview), [create the destination connector](/ui/destinations/overview), and then return here.

To see your existing connectors, on the sidebar, click **Connectors**, and then click **Sources** or **Destinations**.
</Warning>
Expand Down Expand Up @@ -186,6 +184,11 @@ If you did not previously set the workflow to run on a schedule, you can [run th
**Chunker** node before any **Enrichment** nodes could cause incomplete or no enrichment results to be generated.
</Note>

<Warning>
You can create and save a workflow that does not use a valid workflow layout. However, you cannot activate the workflow or run the workflow
either manually or on a schedule until the workflow is changed to use a valid workflow layout.
</Warning>

9. In the pipeline designer, click the **Source** node. In the **Source** pane, select the source location. Then click **Save**.

![Workflow designer](/img/ui/Workflow-Designer.png)
Expand Down