Share workflows

Share a workflow with other workspaces, granting them execution capabilities while reserving exclusive editing privileges for the source workspace. Any published changes to the workflow in the source workspace are automatically reflected in the destination workspaces.

Confirm that all necessary integrations (vendor integrations, secrets, runners) are available to ensure a workflow shared with your workspace can run smoothly. This can be achieved by having integrations with identical names or by ensuring that the integrations are shared with your workspace. Note that nested workflows are shared automatically with the parent workflow.

1. Share a workflow

Perform these steps in the source workspace. To automatically share a workflow, use the Create Share Request step.

1. Go to the Workflows page and locate the workflow you want to share.
2. Go to the workflow three-dot menu and select Sharing.
   
3.  Select the workspace to share the workflow with and then click OK. You can only select from the workspaces you are a member of. In the Workflow Dependencies tab, you can view the list of nested workflows that will be shared with the selected parent workflow.
   
4. If you're also an Owner in the destination workspace, the share request is automatically accepted and the workflow will become available in the destination workspace. Otherwise, an email is sent to the destination workspace owners requesting that they review and accept the shared workflow and any nested workflows it may have.
   

2. Accept the share request

Follow the steps below when you receive an email saying a workflow was shared with your workspace. To automatically accept or deny a share request, use the Accept Share Request or Deny Share Request steps, respectively.

1. In the email, click Review workflow. 
2. In Torq, review the workflow information. Nested workflows, if present, will be listed as well.
3. Decide whether to accept or deny the workflow. The user who shared the workflow will be notified of your choice by email.
4. Ensure that all integrations required for the workflow execution (vendor integrations, secrets, runners) are available. This can be accomplished through either of the following methods:
   • Integrations with names matching those specified in the workflow are present in the workspace. [OR]
   • Integrations are also shared with the workspace by the workspace that shared the workflow.
5. If it's accepted, the workflow will execute in the destination workspace upon the occurrence of the trigger event. The Shared column in the Workflows page will indicate whether the workflow is shared to or from the workspace.
   Note

   • Details regarding the workflow execution and its run log can only be accessed within the destination workspace.
   • Published changes to the workflow in the source workspace are automatically reflected in the destination workspace. You can't edit a workflow in the destination workspace, only create an independent duplicate.

3. Manage workflows shared to or from your workspace

Manage shared workflows:

• Revoke a shared workflow (from the source workspace)
• Remove a shared workflow (from the destination workspace)
• Disable a shared workflow

Use the Remove Workflow Sharing step to remove or revoke a shared workflow automatically.

Revoke a shared workflow

You can revoke a shared workflow from the source workspace by following these steps:

1. Go to the Workflows page and locate the workflow you want to revoke. The Shared column should show the workflow is shared from the workspace.
2. Go to the three-dot menu and select Sharing.
3. All the workspaces the workflow is currently shared with are listed at the bottom of the modal.
4. You can revoke the workflow from any workspace.
5. An email will be sent to the destination workspace owners to notify them that the workflow was revoked.
   
   Note

   Deleting a shared workflow from the source workspace will remove it from all destination workspaces.

Remove a shared workflow

In the destination workspace, you can remove a shared workflow by following these steps:

1. Go to the Workflows page and locate the workflow you want to remove. The Shared column should show the workflow is shared to the workspace.
2. From the three-dot menu, select Remove shared workflow.
3. An email will be sent to the source workspace owners to notify them that the workflow was removed.

Disable a shared workflow

You can disable a published workflow to prevent it from running upon the occurrence of the trigger event. Disabling a workflow in one workspace doesn't affect other workspaces the workflow may be shared to or from. The workflow can be disabled in the source workspace, but it will continue to run in the destination workspace and vice versa.