How to Effectively Reorder Steps in Your Workflow Builder

Steps to Rearrange Actions in a Workflow

Reorganizing actions within your workflow is a simple task if you follow these easy steps:

1. Open the Workflow Editor: Start by going to the Workflow Builder found under the Automation tab, then choose the workflow you intend to adjust.

2. Identify the Action to Relocate: Find the specific action you want to move. Click on the three-dot icon (also known as the "more options" button) next to the action’s name to open a dropdown menu.

3. Select the "Move" Option: In the dropdown menu, click on "Move." For a single action, select "Move Action." This will enable you to shift that particular action to a new spot within the workflow.

4. Place the Action in a New Position: After choosing "Move Action," browse to where you want the action to be within the workflow. Click the "Move Here" button to finalize the new position.

5. Save Your Modifications: Once the action is moved to the desired location, make sure to save your changes to ensure the workflow is updated.

Additional Tips and Important Notes

• Moving Multiple Actions: If you need to relocate several actions at once, opt for "Move All Actions From Here." This choice will move the selected action along with all subsequent actions to a different section of the workflow.

• Considerations for If/Else Actions: When relocating an If/Else action, keep in mind that it will also move all the steps beneath it, including any branching logic (Yes and None paths). Adjust the conditions as needed to maintain the correct workflow logic.

Troubleshooting and Frequently Asked Questions

• Accidentally moved an action? If an action ends up in the wrong place, simply repeat the steps above to move it to the correct position. Always save your modifications after each change.

• Is there a way to undo a move? Although there isn't a direct "undo" feature, you can manually reposition the action back to its original spot or to a new preferred location.