Make folder view the default view with workflows

[LRosenberger]

We really like the new folder view but it's always a hassle that it's not the default view. Once you create folders and sort your workflows there is hardly any reason to use the list view and the users have to manually go back to the folder view every time, even when you go back from a workflow inside a folder. In our humble opinion those are unnecessary clicks.

[SteveHTM]

I agree - the chaotic ordering of the default list view is irritating. And now the process of creating new folders is just weird.

The display would be infinitely better if there was an "add column" option to show the folder in which a given workflow is located.

[Stopper]

I don't like the update of the folder function in Workflows.

The old version worked much better.

In the new version:

• It is very annoying that the back function isn't working. You always go back to the complete list and start selecting the folder again.
• I don't understand why it isn't possible to filter on the Folder. That should help the problem getting fixed.
• I fund it strange that the functionality of this page is so much different from other pages (like Companies, Contacts, etc.). Keep the same interface!

[CBN]

I fully agree with all of you: @LRosenberger, @Stopper, @SteveHTM 

'Folders' must be possible as the default for Workflows. The views may be useful for some specific areas, but that is not how we work with workflows. Each group is organized in a folder so your are only one click away from the list without having to make custom views.

[SteveHTM]

I'm acknowledging here a signiifcnt fix to the view options - the potential to add the folder of a workflow into the column of a view. This seems to have been slipped in silently at some point, but helps a lot!

I do think this folder column should be included in the default "All workflows" view, but at least it is progress!

[AudeTlln]

I really like the folders for lists, workflows etc. The thing is: they are much better than the current default view. It would be an improvement to make the folder view default everywhere, and to make the list view optional, because the latter tends to get messy very fast.

So +1 on this idea! 🙂

[nico12345]

I agree, the default view doesn't help the team keep our workflows organised properly and promotes chaos! 

[CBN]

I fully agree. Either go back to the old UX or make it possible to set folders as the default. And something I as I admin can set for all users do we don't have more time wasted in the organisation of workflows.

[brCan]

We really need to be able to set the default folder view in Forms and other areas to make the folder view more usable.  

[samantha_c]

Agreed. Folders should be the default view. The way it is set up now, people either don't use them because they don't see them or they don't know about them.

[SteveHTM]

The inconsistency between different object UIs in their support for folders continues to be maddening - progress on unificastion of the approach is painfully slow. Great that you can configure a folder colum in the listing for workflows, but not possible for emails. And no folders option at all for reports whicj makes organization very tedious.

[CBN]

Thanks @SteveHTM and @samantha_c for your comments. It should just work like a folder. The folder should be the default view. And folders should be used in all places in HubSpot in the same way. 

We are still waiting for UI consistency on this ... and that was from the moment the folders were made a couple of years ago. I still don't understand neither product management in HubSpot nor Product Managers in HubSpot. We end up with siloed solutions or feature gaps that make new features useless for a long period or forever unless your need fits the narrow implementation in HubSpot.

[Oriana]

The list view is way less powerful and I can't find my workflows - in need my folder view instantly - as default! Please do something about it!

[david-z]

This also applies to Segments, Emails, and anywhere else folders are available. The default views are chaotic and messy. Folders are good but they are inconvenient when you have to switch to that view every time you load the page.

Folders shouldn't be a separate view in the first place, they should be integrated into all of the main views.

[SierraHoward]

Hi everyone,

I’m Sierra, a Product Manager on the Automation team at HubSpot. 

I’m very pleased to announce that this feature has been delivered and is now available to all customers using Workflows!  You can now set folder view as the default, making it easier to navigate and manage more complex workflow setups. Additionally, we added Advanced Filters to Workflows folders as well, making it easier to sort and filter through your folders! 

Check out the update here! 

How to use it:

1. Navigate to Automation → Workflows.
2. Open the Folders tab.
3. Select a folder.
4. Click Set as default folder view to save the view
5. Optionally, you can apply Advanced Filters as needed. 

Thank you all for taking the time to submit, vote, and comment on this Idea — your feedback directly influenced this improvement.
Sierra

[david-z]

This is a great addition, but it's disappointing to see that each section in HubSpot is still being treated like a separate product managed by a separate team. Why is this only available on Workflows and not everywhere else that has folders? It makes for a fragmented and confusing experience.

[CBN]

Thank you so much for the update @SierraHoward - much appreciated.

Glad for having it working now. Glad that I did not hold my breath ... 

[CBN]

And when will we get this in the rest of HubSpot? 

I am still surprised that the silos in HubSpot are NEVER BROKEN down. 

We also need folders as default for Emails in Marketing, and for ...

[VJones4]

+1 to CBN. Would love to default to seeing all folders or starting in a specific folder for Forms.