How to make Workflows easier to edit: Clone and move workflow actions
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!
Re: How to make Workflows easier to edit - changed to: Being Reviewed