Organizing Workflows, Forms, and Pages into folders keeps your library structured and easy to navigate.
Once folders are created, you can move individual or multiple items into them for better management and accessibility.
Users: Only Admins or Builders with ‘edit’ permission can move items into folders.
To move an item into a different folder, first 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. Select multiple items to move them together.
If the destination folder doesn’t exist yet, create it directly from the Move modal — no need to leave and create it separately.
This works at any level in your folder tree — navigate to the location where you want the new folder, then create it on the spot.
Drag your workflows, pages, or forms and drop them into a subfolder or into a previous folder via the breadcrumbs, as shown below.
Note: Drag and drop moves only one item at a time.
If you are part of more than one organization (and are an admin in both), you can copy a workflow from one organization to the other. This creates a copy of the workflow in the other organization — it does not move the original.
Learn more about creating and managing folders and folder user permissions.
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