How to make Workflows easier to edit: Clone and move workflow actions
Hi,
I have a suggestion for making workflows easier to edit. Once a workflow is created, it would be great to be able to cut, copy, and "drag & drop" items.
For example, I might want to create the same task to be repeated with a waiting period between each. This would allow me to copy the entire action ("create task") and paste it below the next waiting period. Or I might have similar needs after an If/Then split, with only minor differences. I could copy the Yes path to the No path and then make minor edits. Or I might decide that I want to change the order of activities. Then I could drag the boxes to different parts of the workflow to change the order. Much easier than recreating each one in a different place.
Hi @acorbett We've recently begun thinking about how we can make it easier to re-use actions across workflows, but, we're still in the research and planning phase so no specifics to share at this time. It's something we're interested in learning more about though, so if you want to talk further about your needs and uses, please send me a direct message and we can schedule a time to chat. Best, Megan
To follow up with an update: we're currently working on the requested feature for the ability to clone and/or move workflow actions, in order to re-use them in different parts of a workflow. I will update again when a beta is available!
Best,
Megan
Re: How to make Workflows easier to edit - changed to: Being Reviewed
My name is Megan and I'm a product manager for the workflows tool. Thank you for your feedback and votes on this idea!
We're currently investigating our options and ability to enable this requested feature of copying/cloning and moving workflow actions. I will follow up when we have more information.
I am also in favor of this idea. I'm currently building our SDR lead assignemnt which is based on state boundaries but the steps following are just copy/paste drag and drop and I can see where cloning this workflow and changing the order of items might be needed in the future where drag and drop of branches or single tasks would be amazing.
We create workflows that have many if/then branches with the following yes/no paths being similar in nature. A copy/paste function in the workflow will save us a lot of time and effort in building out these workflows. Great idea and can't wait for it to happen!
We just switched over from Active Campaign (and a bunch of other tools) to Hubspot and this feature is lacking yet needed! Come on Hubspot, you ain't cheap, and this doesn't seem like an overly complicated function to build.
This could save so much time that we could use to focus on the nitty-gritty! Workflows are a powerful tool and eliminating the workarounds and/or redundancy would be a game-changer.
An idea similar to this seems to be in planning. While it doesnt ask for cloning per se, It does ask forbranchesto be reconnected to the mainbranchonce an exception is dealt with - in most cases this would negate the need to clonebranchesover and over again - since this feature is in planning you could vote and request drag and drop + thebranchesconnect to any section not just the main branch
Similar idea for Global find and replace edit option in Workflow
We are using Contact based workflow that has many steps and If/Then branches to regulate sending of emails in batch. Typically we clone workflow from template and edit "Enrollment trigger" step to use appropriate List and edit all (total 13) "Send Email" steps to pick correct Email. It requires manual step to update all "Send Email" steps, prone to manual mistakes. I was looking if there is any Find/Replace option that can replace all "Email Steps". Or option to export Workflow, edit in local editor and import back?
Marketing often involves trying something, modifying it, and trying again. It would be great to be able to drag items to differnet places in the workflow, as we go through iteraitons.
As someone who is used to using Ontraport (which has this feature) I can't quite believe this isn't a feature of Hubspot. I think because of the cost I had the idea that Hubspot would do things at least as well as its competitors. It's frustrating to learn this isn't the case in so many areas of the system.
My name is Megan and I'm a product manager for the workflows tool. Thank you for your feedback and votes on this idea!
We're currently investigating our options and ability to enable this requested feature of copying/cloning and moving workflow actions. I will follow up when we have more information.
To follow up with an update: we're currently working on the requested feature for the ability to clone and/or move workflow actions, in order to re-use them in different parts of a workflow. I will update again when a beta is available!
