SoterHelp Centre

The Workflows Library migration

The Workflows page has been restructured into two tabs — My Workflows and Library. This article explains what happened to your workflows on deploy day, what to look for if something seems missing, and the small set of terminology that changed. For the full feature overview, see the Workflows Overview article.

What you will see for the first time

When you open the Workflows page after the launch, three things look different:

  • The single workflows list has been split into two tabs.
  • Workflows you used frequently have been pre-added to your My Workflows tab.
  • A new search bar sits above the tabs.

Underneath, the workflows themselves are the same. The change is in organisation and controls, not in catalogue.

What was auto-added

The migration looked at your past activity and pre-populated your My Workflows tab so the launch did not leave anyone with an empty tab unnecessarily. Three things were added to your My Workflows tab automatically:

  • Anything you used five or more times in this workspace — frequently-used workflows stay where you can reach them.
  • Your previously starred (favourited) workflows — anything you had marked with a star has been auto-added.
  • Enterprise and Custom workflows your workspace owns — automatically added so workspace-specific automation does not vanish.

Everything else moved into the Library. You did not lose access to anything — every workflow your workspace could use before is still available, just in the Library now if it did not meet the auto-add criteria.

What new users see

If you join the platform after the launch, you start with an empty My Workflows tab. The only things visible by default are the Quick Start tiles (General Chat and Create a Workflow) and a short message guiding you to the Library.

This is the expected state. As you discover workflows in the Library and add them, your My Workflows tab fills out.

If a workflow you expected is missing

If you open My Workflows and a workflow you used regularly is not there, the most likely reason is that you used it fewer than five times — the migration's threshold. The workflow is not lost; it is in the Library under its tag.

To restore it:

  1. Switch to the Library tab.
  2. Pick the tag that fits the workflow (Getting Started, EHS/Risk, Claims, or others), or use the search bar at the top of the page.
  3. Click the Add + button on the workflow's card to add it to your My Workflows tab.

Things to know

  • The migration ran once. It happened on deploy day only. Future activity does not trigger further auto-adds — once a workflow in the Library passes five uses, it does not automatically move to your My Workflows tab. Use the Add + button to add it.
  • Migration was per-user-per-workspace. The threshold and pre-adds were calculated for each user in each workspace separately. If you work in multiple workspaces, each has its own migrated state.
  • Your usage history is preserved. Chat history, past workflow runs, and saved data did not change. Only the page organisation and the add / remove controls are new.