Workflow folders are a very useful resource for keeping your workflows organized. Learning to manage them will help you group and locate the workflows you’ve created in just a few seconds.
How do I access them?
You can access the workflow folders by clicking on “Workflows” on the left-hand menu.
Workflow folders can be displayed in two ways:
- Condensed: for a better overview of the workflow list.
- Expanded: to see the existing folders.
All the workflows created are automatically stored in the “Default folder”. Use the simple drag-and-drop system to organize them into your own folders.
1.Create a new folder
With the folders interface expanded, click (Create folder), type the desired name and click Enter.
To create a folder inside one that already exists, click on the relevant folder and then (Create folder).
2. Save one or more workflows in a folder
Hover the mouse at the top of the workflow you want to save until a shaded bar appears. When it appears, click and drag it to the chosen folder.
To save several workflows in a single folder at the same time, you first need to select the relevant workflows. There are two ways to do this:
- Select the boxes in the gray area at the top of each flow.
- Select all the workflows on a single page by clicking (Select all) from the menu located above right.
Once selected, drag them from the shaded area of one of the workflows to the chosen folder.
3. Rename a folder
Change the name of an existing folder by hovering your mouse over the relevant folder and clicking (Rename). Type in the desired name and click Enter.
4. Organize a folder
Save a folder inside another by clicking on the selected folder and dragging it into the one where you want to save it.
To remove a folder contained within another, click on it and drag it to the area below in white to take it to the first level.
5. Remove a folder
Hover the mouse over the folder you want to delete, click (Delete) and, to confirm its deletion, click the button Delete in the pop-up window.
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