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Moving Items Between Folders

Moving Items Between Folders

Updated August 24, 2023

Keeping your workflows, forms, and pages in folders is a great way to keep them organized.

Start by creating a folder and then you can move any items into it.

Users: In order to move workflows between folders, you must be an Administrator or a Member who has been given ‘edit’ permission by your Administrator.

To move an item into a different folder you first need to locate it in your organization’s Library or in your Private Library.

Hover to the left of your workflow, page, or form name to select it. From the floating menu at the bottom of your screen, select Move and choose the folder you want to move it to. You can also select multiple items to move them together.

You can also drag your workflows, pages, or forms and drop them into a subfolder or in a previous folder via the breadcrumbs, as shown below.

Note: You can drag and drop only one item at a time to move it into a different folder.

If you are part of more than one organization (and are an admin in both) you can also copy a workflow from one organization to the other. This effectively makes a copy of that workflow in your other organization, it does not “move” the original workflow.

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