Add Workflows and Insights to a Collection

Version:
Current
Last modified: October 09, 2020

For each collection you are a member of, you have to have the Add Assets permission to add workflows, apps, and insights. You can review your collection permissions on the Users tab of the collection.

Add or Remove Workflows

Follow these steps to add workflows and apps to a collection.

  1. In the Gallery interface, select Collections.
  2. Select the collection where you want to add workflows.
  3. On the Workflow tab, select Add Workflow — you can also add apps and macros via the Add Workflow button.
  4. In the Workflows search bar, enter the workflow name and select the workflow when it appears in the list.

To remove a workflow from a collection, select the trash icon in the Actions column.

Add or Remove Insights

Follow these steps to add insights to a collection.

  1. In the Gallery interface, select Collections.
  2. Select the collection.
  3. On the Insights tab, select Add Insights.
  4. In the Insights search bar, enter the insight name and select the insight when it appears in the list.

To remove an insight from a collection, select the trash icon in the Actions column.

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