Knowledge Base

The workflows list view is where you can find all the automated workflows you’ve created and keep them organized.

To find your automations easily, you can use any of the following resources:

• Labels
• Filters
• Owners
• Sorting
• Search bar

Labels

Similar to deals or contact labels, it’s possible to keep your automations organized by adding one or more color-coded labels. These labels allow you to visually categorize workflows based on sales processes.

Click on “Add label” below the automation title – you can add more than one label to each automation.

Once added, the labels will appear under the automation title.

Filters

As with deals or contacts, you can filter the automations you’ve created based on specific criteria.

There are five different filters available:

• Labels – You can select more than one label in this filter
• Triggers – Filter by specific automation triggers
• Actions – Filter specific actions within your automation
• Status – Filter the automations that are enabled or disabled
• Owner – If you’re an admin, you can filter workflows based on their owner. You won’t be able to edit them, but you can see their content.

Owners

If you have global admin permissions, you can see workflows created by other users.

To view a workflow created by another user, click on the eye icon next to the activation toggle.

You will see a pop-up with the workflow, the labels added, the owner, the last update and if it’s triggered by the owner only or by any user.

Sorting

When you’re in the workflows list view, click on the sorting button to organize workflows based on different criteria.

You can sort your automations by:

• Update date
• Name
• Creation date

Your settings will remain the same until you change them again.

Search bar

If you know the name of a specific workflow, use the search bar to search for it quickly. You can find the search bar on the right-hand side of your screen.