Edit, copy, and delete automation flows in Confluence Cloud
Site admins and Confluence admins can turn automation flows on and off, copy them, or delete them at the global level. Space admins can turn flows on and off, copy them, or delete them for individual spaces.
While you may not think of yourself as an admin, if you have a personal space you’re an administrator of your space!
This includes the flows tied to smart buttons. When a smart button’s flow is turned off or deleted, it will not work and users selecting it will see an error message.
View flows in Global Automation (site admins, Confluence admins)
To navigate to Global automation:
Only site admins and Confluence admins can view Global automation.
Select the wheel icon () in the top-right corner to open Confluence administration.
Find Admin tools in the left-hand navigation.
Select Automation.
View flows in space automation (space admins)
To navigate to space automation (space admins):
Go to the space where you’d like to manage your flows.
From the sidebar, select Automation.
Select Flows from the Automation card.
To access space Automation from a page (space admins):
Go to a space where you're an admin.
Open a page in view mode.
On the top right toolbar, select the lightning bolt icon or press a.
If you don’t see Automation in Confluence administration or Space settings, this might be why:
You're on the Space Overview page, a whiteboard, or a database. The automation icon appears only on pages in view mode.
You’re not an admin of the space you’re in (for Space automation).
You’re not a site admin or Confluence admin (for Global automation).
Your team has Cloud Standard or Cloud Free – automation is a premium feature in Confluence.
Manage automation flows (all admins)
Once you’re in Global automation or Space automation, your options to manage flows are the same. You can turn a flow on or off, copy a flow, label a flow, or delete a flow.
Site admins can disable the ability for space admins to edit flows. If you don’t have edit access to your space’s automation flows, contact your site admin.
Flow filters
The top of the list of flows provides several ways to filter it.
Search field: Enter text to filter by the names of your flows.
Scope: Choose to view All flows, Global flows, or Space flows.
Action: Find flows that include a specific action. Choose from a drop-down list or search by the action’s name.
Labels: Select the Labels button to filter flows by a specific label.
Turn a flow on or off
Each flow has a toggle to enable it. Turning the flow off in Global Automation will turn it off for all sites. Turning a flow off in a space only affects that space.
Delete a flow
Select the more actions menu (ellipsis icon).
Select Delete.
Confirm that you want to delete the flow by selecting OK.
If you delete a flow connected to a smart button, all copies of that button on any page or blogpost will stop working.
Copy a flow
Select the more actions menu (ellipsis icon).
Select Copy.
The flow-builder opens with a copy of the flow. You can modify any step.
When you select Turn on flow, you will need to give it a uniwue name.
Export a flow
Select the more actions menu (ellipsis icon).
Select Export.
A .json file will download to your computer. It contains the code used to run the flow.
Labeling flows
To apply a label to a flow, click the space under the Labels column.
A list of labels opens, along with a text field to create a new label.
The Edit labels button in the table header lets you modify the name or color of any label.
Viewing the audit log
Each of your flows will have an audit log that you can review to see when the flow was triggered, the final result of the execution, and any actions that may have been performed in the last 90 days.
Select the Audit log tab to view the last 90 days of activity in your space or Global Automation (depending on your admin level).
For each flow execution, the audit log will display:
Date: the date and time that the flow was triggered.
Flow: the name of the flow.
Status: the status of the flow execution.
Duration: the length of time the flow took to execute.
Operations: the actions that the flow performed and any associated items.
You can view the audit log of an individual flow, of all the flows in a space, or of all the flows in an app. Reviewing your audit logs is an effective way of debugging your flows.
Note that audit log entries are stored for 90 days; entries older than this are removed from the log and can't be recovered.
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