How To Move Actions in the Workflow Builder

Within a Workflow, you may want to make changes and reorder one or multiple actions. Rather than deleting and recreating the action(s), you can move one or multiple actions to another portion of your Workflow. This can save you time if you want to just reorder one or multiple actions, vs. redoing an entire Workflow as you make adjustments.

Step 1: Access the workflow you wish to edit

• Navigate to Automation on the left > Workflows on the top and create a workflow or edit an existing one.

Step 2: Click on the 3 dots next to the action you want to move

Step 3: From the menu, choose “Move”

• For this example, we are going to select “Move Action” to move one individual Workflow action.

Step 4: Move your action to the place you want it to be

• Click on the Move Here button to move the action

Step 5: Save your changes

Additional Tip: 

• If you select “Move All Actions From Here” you will move that particular action and all following actions. You will see the available places as Move Here.

Note: If you want to move an If/Else action, it will move all the steps below that action, including the Yes and None branches. Just make sure to rearrange the condition, so it still makes sense.

Pro tips on the mini map:

• Zoom Support: Users can zoom in and out within the mini-map, allowing for better control and visibility of workflow elements.
• Pannable: Navigate seamlessly by dragging within the mini-map to explore different sections of the canvas viewport.
• UI Enhancements: The mini-map's UI has been revamped with visual distinctions from the canvas, providing a more intuitive and user-friendly experience.

FAQ: Moving Actions Within a Workflow

1. How can I move an action within a Workflow without recreating it?
To move an action, access your Workflow and click on the three dots next to the action you wish to move. Select “Move” from the menu, then choose “Move Action” for individual actions or “Move All Actions From Here” to move the action along with all subsequent actions. Position the action by clicking on the desired “Move Here” button, and save your changes.

2. What happens if I move an If/Else action within my Workflow?
When you move an If/Else action, it will also move all steps below that action, including the Yes and None branches. Make sure to adjust the conditions accordingly to maintain the logical flow of your Workflow.

3. Can I zoom and navigate within the Workflow mini-map?
Yes, the mini-map supports zoom functionality, allowing you to zoom in and out for better control and visibility of Workflow elements. You can also pan within the mini-map by dragging to explore different sections of the canvas viewport.

4. What UI enhancements have been made to the Workflow mini-map?
The mini-map has been revamped with visual distinctions from the main canvas, offering an improved and more intuitive user experience. This helps in easily navigating and identifying different Workflow components within the mini-map.