How To Move Actions in the Workflow Builder

July 30, 2024•1 min read

Within a Workflow, you may want to make changes and reorder one or multiple actions. Rather than deleting and recreating the action(s), you can move one or multiple actions to another portion of your Workflow. This can save you time if you want to just reorder one or multiple actions, vs. redoing an entire Workflow as you make adjustments.

Step 1: Access the workflow to edit

Step 2: Click on the 3 dots next to the action you want to move

Step 3: From the menu, choose “Move”

For this example, we are going to select “Move Action” to move one individual Workflow action.

Step 4: Move your action to the place you want it to be

Click on the Move Here button to move the action

Step 5: Save your changes

Additional Tip:

If you select “Move All Actions From Here” you will move that particular action and all following actions. You will see the available places as Move Here.

Note: If you want to move an If/Else action, it will move all the steps below that action, including the Yes and None branches. Just make sure to rearrange the condition, so it still makes sense.

Pro tips on the mini map:

Zoom Support: Users can zoom in and out within the mini-map, allowing for better control and visibility of workflow elements.
Pannable: Navigate seamlessly by dragging within the mini-map to explore different sections of the canvas viewport.

UI Enhancements: The mini-map's UI has been revamped with visual distinctions from the canvas, providing a more intuitive and user-friendly experience.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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