[SC-16950] Document the workflows list table and workflow details page

site/guide/workflows/_configure-workflow-steps.qmd

@@ -9,15 +9,17 @@ a. In the left sidebar, click **{{< fa gear >}} Settings**.
 
 b. Under {{< fa shield >}} Governance, select **Workflows**.
 
-c. Click on the workflow you'd like to modify, then:
+c. Click on the workflow you'd like to modify to open that workflow's details page.^[[Setting up workflows](/guide/workflows/setting-up-workflows.qmd#view-workflow-details)]
+
+d. Click **{{< fa pencil >}} Edit Workflow** to open the workflow editor, then:
 
     - For workflows that start when a webhook is received, double-click the **Start** node to configure the webhook.[^on-webhook]
     - To add a step, drag and drop a new step onto the canvas.
     - Double-click the new step to open up the configuration modal.
 
-d. After you're finished with step configuration, click **Update Step** to apply your changes.
+e. After you're finished with step configuration, click **Update Step** to apply your changes.
 
-e. After you've configured a step,^[To delete a step, refer to: [Delete workflow steps](/guide/workflows/configure-workflows.qmd#delete-workflow-steps)] you can then [link your workflow together](/guide/workflows/configure-workflows.qmd#link-workflow-together).
+f. After you've configured a step,^[To delete a step, refer to: [Delete workflow steps](/guide/workflows/configure-workflows.qmd#delete-workflow-steps)] you can then [link your workflow together](/guide/workflows/configure-workflows.qmd#link-workflow-together).
 
 ::: {.callout}
 Refer to [Introduction to workflows](/guide/workflows/introduction-to-workflows.qmd#workflow-elements) for information on available step types and details on how to set up conditional requirements.
@@ -43,7 +45,9 @@ a. In the left sidebar, click **{{< fa gear >}} Settings**.
 
 a. Under {{< fa shield >}} Governance, select **Workflows**.
 
-a. Click on the workflow you'd like to modify, then:
+a. Click on the workflow you'd like to modify to open that workflow's details page.
+
+a. Click **{{< fa pencil >}} Edit Workflow** to open the workflow editor, then:
 
     - For workflows that start when a webhook is received, double-click the **Start** node to configure the webhook.
     - To add a step, drag and drop a new step onto the canvas.

site/guide/workflows/_publish-workflows.qmd

@@ -16,10 +16,12 @@ a. In the left sidebar, click **{{< fa gear >}} Settings**.
 
 b. Under {{< fa shield >}} Governance, select **Workflows**.
 
-c. Hover over the workflow you want to publish.
+c. Locate the workflow you want to publish.
 
 d. Under the **Actions** column, click **{{< fa ellipsis-vertical >}}** and select **{{< fa circle-check >}} Publish Workflow**.
 
+    You can also publish a draft workflow from its details page — under Actions, click **{{< fa circle-check >}} Publish Workflow**.
+
 e. Click **Yes, Publish** to confirm the publication of the workflow.
 
 

site/guide/workflows/configure-workflows.qmd

@@ -63,11 +63,15 @@ To create a copy of an existing workflow as a new draft workflow:[^3]
 
 1. In the left sidebar, click **{{< fa gear >}} Settings**.
 
-2. Hover over the workflow you'd like to clone.[^4]
+2. Under {{< fa shield >}} Governance, select **Workflows**.
+
+3. Locate the workflow you'd like to clone.[^4]
 
-3. When the **{{< fa ellipsis-vertical >}}** menu appears, click on it and select **{{< fa copy >}} Clone Workflow**.
+4. Under the **Actions** column, click **{{< fa ellipsis-vertical >}}** and select **{{< fa copy >}} Clone Workflow**.
 
-4. Make your changes to the workflow's **Title** and **Workflow Type**.
+    You can also clone a workflow from its details page[^5] — under Actions, click **{{< fa copy >}} Clone Workflow**.
+
+5. Make your changes to the workflow's **Title** and **Workflow Type**.
 
     Additional changes can be made to the cloned workflow after cloning by editing.
 
@@ -92,7 +96,11 @@ You can edit a workflow in several ways:
 
 2. Under {{< fa shield >}} Governance, select **Workflows**.
 
-3. Click on the workflow you'd like to modify to edit the configuration for that workflow.[^5]
+3. Click on the workflow you'd like to modify to open that workflow's details page.[^5]
+
+4. On the details page, click **{{< fa pencil >}} Edit Workflow** to open the workflow editor.
+
+    **Edit Workflow** is available when viewing the latest version of the workflow. To edit the workflow's details instead, such as its title and description, click **{{< fa pencil >}} Edit Details** under Actions.
 
 #### Via workflows applied to records
 
@@ -122,6 +130,8 @@ b. When you are finished, click **Save New Version** to apply your changes.
 
 c. Enter your **Version Notes** to describe your changes.
 
+d. Close the workflow editor to return to the workflow's details page, where the diagram reflects your saved changes.
+
 
 ### Delete workflow steps
 
@@ -158,9 +168,11 @@ Deleting workflow steps on workflows active on records may result in malfunction
 
 2. Under {{< fa shield >}} Governance, select **Workflows**.
 
-3. Hover over the workflow you would like to remove.[^11]
+3. Locate the workflow you would like to remove.[^11]
 
-4. When the **{{< fa ellipsis-vertical >}}** menu appears, click on it and select **{{< fa trash-can >}} Delete Workflow**.
+4. Under the **Actions** column, click **{{< fa ellipsis-vertical >}}** and select **{{< fa trash-can >}} Delete Workflow**.
+
+    You can also delete a workflow from its details page[^12] — under Actions, click **{{< fa trash-can >}} Delete Workflow**.
 
 5. Click **Yes, Delete Workflow** to permanently remove that workflow and make it inaccessible for any future runs.
 
@@ -180,7 +192,7 @@ Deleting workflow steps on workflows active on records may result in malfunction
 
 [^4]: [Setting up workflows](setting-up-workflows.qmd#view-sort-and-filter-workflows)
 
-[^5]: [Setting up workflows](setting-up-workflows.qmd#view-sort-and-filter-workflows)
+[^5]: [Setting up workflows](setting-up-workflows.qmd#view-workflow-details)
 
 [^6]: [Manage workflows](/guide/workflows/manage-workflows.qmd#update-workflow-versions)
 
@@ -194,3 +206,5 @@ Deleting workflow steps on workflows active on records may result in malfunction
 
 [^11]: [Setting up workflows](setting-up-workflows.qmd#view-sort-and-filter-workflows)
 
+[^12]: [Setting up workflows](setting-up-workflows.qmd#view-workflow-details)
+

site/guide/workflows/setting-up-workflows.qmd

@@ -32,10 +32,26 @@ To view workflows set up for your organization:
 
 2. Under {{< fa shield >}} Governance, select **Workflows**.
 
-3. Sort and filter the list of workflows to narrow down results:
+    All workflows are listed together in a single table, with a total count of workflows shown beneath the table:
+
+    - **ID** — The unique identifier for the workflow.
+    - **Name** — The title of the workflow.
+    - **Status** — Whether the workflow is a `Draft` workflow or an `Active` workflow.
+    - **Created By** — The user who created the workflow.
+    - **Target** — The type of workflow: `Artifact`, `Inventory Record`
+    - **Target Type** — The subcategory of workflow target. For example: Validation Issue (artifact workflow)
+    - **Description** — The description of the workflow.
+    - **Trigger** — The type of trigger that initiates the workflow.
+    - **Actions** — Menu of actions available for that workflow.
+
+3. Search, sort, and filter the list of workflows to narrow down results:
 
 ::: {.panel-tabset}
 
+### Search workflows
+
+Click **{{< fa magnifying-glass >}}** to search for workflows by name.
+
 ### Sort workflows
 
 Click on any column header to sort the list of workflows by that column:
@@ -64,6 +80,54 @@ Click **{{< fa filter >}} Filter** to filter for workflows using different [work
 
 :::
 
+## View workflow details
+
+Click on a workflow in the list to open that workflow's details page, where you can review the workflow's configuration and monitor its activity before making any changes:[^1]
+
+::: {.panel-tabset}
+
+### Review workflow properties
+
+The right sidebar shows the properties that apply to the workflow as a whole:
+
+- **Target** — The type of workflow: `Artifact`, `Inventory Record`
+- **Target Type** — The subcategory of workflow target. For example: Validation Issue (artifact workflow)
+- **Status** — Whether the workflow is a `Draft` workflow or an `Active` workflow.
+- **Workflow Start** — The trigger that initiates the workflow.
+- **Expected Duration** — The SLA defined for the workflow based on the start date.
+
+The sidebar also lists when and by whom the workflow was created and last updated, along with actions available for that workflow:
+
+- **{{< fa pencil >}} Edit Details** — Edit the workflow's details, such as its title and description.
+- **{{< fa copy >}} Clone Workflow** — Create a copy of the workflow as a new draft workflow.[^2]
+- **{{< fa circle-check >}} Publish Workflow** — For `Draft` workflows, publish the workflow for use.[^3]
+- **{{< fa trash-can >}} Delete Workflow** — Permanently delete the workflow.[^4]
+
+### Browse version history
+
+The details page displays the latest version of the workflow by default. To review a previous version, click on the **Version** drop-down and select the version you'd like to view.
+
+For the selected version, the details page shows who created that version and when, along with the version notes describing the changes — and the workflow diagram and active executions update to reflect that version.
+
+::: {.callout}
+Older versions of a workflow are read-only and cannot be edited or initiated on records or artifacts.
+:::
+
+### Preview the workflow diagram
+
+Under Workflow diagram, a read-only preview shows the steps and links that make up the selected version of the workflow.
+
+When viewing the latest version, click **{{< fa pencil >}} Edit Workflow** to open the workflow editor and make changes to the workflow's steps and links.[^5]
+
+### Monitor active executions
+
+Under Active Executions, review the runs of the displayed version that are currently in progress:
+
+- Each row shows the record or artifact the workflow is running on, its current stage, and the record owner.
+- Click on a row to go to that record or artifact.
+
+:::
+
 ## Set up workflows
 
 :::{#workflow-setup}
@@ -74,3 +138,20 @@ Click **{{< fa filter >}} Filter** to filter for workflows using different [work
 - [Workflows and lifecycles FAQ](/faq/faq-workflows.qmd)
 - [Working with workflows](working-with-workflows.qmd)
 
+
+<!-- FOOTNOTES -->
+
+[^1]: [Configure workflows](configure-workflows.qmd)
+
+[^2]: [Clone existing workflows](configure-workflows.qmd#clone-existing-workflows)
+
+[^3]:
+
+    ::: {.callout-important title="Once a workflow is published, it cannot be reverted to draft status."}
+    You can continue to make changes to published workflows by creating new versions of workflows.
+    :::
+
+[^4]: [Delete existing workflows](configure-workflows.qmd#delete-existing-workflows)
+
+[^5]: [Edit existing workflows](configure-workflows.qmd#edit-existing-workflows)
+