Sorting and Organizing Workflow Automations

Rich Preston
Rich Preston Posts: 5
Second Anniversary Photogenic

We use a lot of Automated Workflows. We need the ability to organize them either by name (title) or drag and drop them so they are easier to find/manage.

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Comments

  • Fabrizio Nicolosi_33821
    edited March 25 #2

    My suggest is to create a text title for example:

    • DEALER - Workflow 1
    • DEALER - Workflow 2
    • CUSTOMER - Workflow 1
    • CUSTOMER - Workflow 2

    And so on.

  • Hugo Simon-Chautemps
    edited March 25 #3

    My suggest is to create a text title for example:

    • DEALER - Workflow 1
    • DEALER - Workflow 2
    • CUSTOMER - Workflow 1
    • CUSTOMER - Workflow 2

    And so on.

    On my side, it looks like they are sorted by creation date, not by name. The naming convention does not help in my case.

  • Rich Preston
    Rich Preston Posts: 5
    Second Anniversary Photogenic
    edited March 25 #4

    My suggest is to create a text title for example:

    • DEALER - Workflow 1
    • DEALER - Workflow 2
    • CUSTOMER - Workflow 1
    • CUSTOMER - Workflow 2

    And so on.

    That is correct. They are sorted by the date they were created and not by the name or I would have already renamed them. I've pretty much abandoned any complex automation since it's too cumbersome to manage when related workflows are so far apart.