Working with toolbar options


The Workflow Builder provides the following toolbar options: 
image-2025-09-09-10-54-40-334.png

For workflows that you own and are not publicly visible, you have an additional Share Workflow option. This option shows the number of users the workflow is shared with, or 0 if it is not shared with anyone. For more information, see Share Workflow.

The following table describes these options:

Option

Description

Description

Displays the description of the workflow

You can change the description at any time.

Click Accept to save the new description.

Example:

image-2025-11-10-14-03-48-975.png

When a workflow is created from a template the panel displays some information about the template it was created from like the template ID, template name, and template owner. 

ZENG-426018.png

Unknown user ss.jpg

Warning
Important 

Workflows created from User templates before version 25.4 do not store owner information, so you see Unknown Owner in the template details.

If you own the workflow, you can change its privacy setting between Make this Workflow publicly visible and My Private Workflow. When you change the privacy setting, the system displays a message that warns you when all users will gain access or when users will lose access.

image-2025-11-10-13-38-06-256.png

To conserve space, the template information, privacy information, and workflow information expand or collapse as needed. When more content is displayed, the description area adjusts and may show a scroll bar.

image-2025-11-10-14-01-20-532.png

Notifications

Displays notifications from the nightly process

For more information, see Workflow-notifications.

Example:

image-2023-6-2_16-57-19.png

Comments

Displays shared notes between users collaborating on the workflow 

You can add a comment using the comment field.

Example:

workflow_comments.png

Share Workflow

Lists the users with whom you can share the workflow. 
The supported user roles to share with are, content creators, product administrators or both. 

To share a workflow with one or more content creators, select one or more content creators from the available list and click Apply Changes.

You can also use the Search field to search for users.

Warning

Important

The Share Workflow option is not available for workflows that are publicly visible. Only the owner of a workflow can share a workflow with other users of the system.

Example:

 Working with toolbar options topic new ss CR 25.2.png

This section includes the following topics:

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*

BMC AMI Capacity Reporting 25.4