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 a Members with ‘edit’ permission can move items into folders.
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.
Workflows