Rebuild a workflow that started with a shortcut trigger

When we launched the new version of Workflow Builder, we replaced the shortcut trigger with the option to Start from a link in Slack. With this new trigger, you can share a workflow link in any Slack conversation to display a button that will start the workflow when clicked.

Replicate a workflow shortcut

If you find that you're missing the option to start a workflow from the shortcuts menu, you can add the link to a workflow to your channel's bookmarks bar. To learn how, follow the steps below: 

1. Build a workflow that starts from a link in Slack. Select the   Starts from a link in Slack trigger, add your steps, then click Finish up and follow the prompts to publish your workflow.
   
2. Copy the workflow link. Once your workflow is published, click Copy link. To copy the link for an existing workflow, hover over   More in your sidebar, then select   Automations. Find and select the workflow in the list, then click on Copy workflow link.
   
3. Add the link to the Workflows tab in the conversation header. Open a channel or DM, then click on the   Workflows tab in the conversation header, and select Add workflow. If you don’t see the Workflows tab, click on the   plus button to find it.
   

Your workflow will appear in the conversation header, and anyone can hover over the   Workflows tab to find and start the workflow.

Restrict workflow use to members of a channel

You can adjust the access permissions on a workflow so that it can only be used by members of a channel that you specify. 

1. From your desktop, hover over   More in the sidebar, then click on
    Automations.
2. Click on   Managed by you. 
3. Click on the   pencil icon next to the workflow that you’d like to edit. 
4. Click on the   three dots icon in the top right-hand corner of Workflow Builder, then select Settings.
5. Click Edit.
6. Open the drop-down menu below Who can find and use this workflow?
7. Select Specific people, channels and workspaces, then search for and select the channel. To ensure that external people have permission to use your workflow, tick the box next to Also include connected, external organisations to find and run.
8. Click on Save.
9. Return to Workflow Builder, then click Finish Up.
10. Review the details, then click Publish.