Configuring the Default Workflow Builder View

Overview

You can establish a standard starting point for your team by selecting which workflow builder interface—Standard or Advanced—opens by default when creating new automations. This article explains how agency administrators can configure these default settings, including how to define which user roles have permission to switch between the two builders. Use these controls to create a consistent user experience and manage the adoption of the more complex Advanced Builder.

Understanding Default Workflow Builder Settings

The Default Workflow Builder Settings are agency-level controls that determine the initial view when a user creates a new workflow. You can select either the Standard Builder, which presents a list-style interface, or the Advanced Builder, which offers a visual, drag-and-drop canvas. Additionally, you can specify which user roles are permitted to change the builder view for an individual workflow after it has been created. These settings help streamline your team's workflow creation process.

Key Benefits

• Uniform Onboarding: New team members will always start with the builder interface you've designated as the standard.
• Controlled Rollout: You can gradually introduce the Advanced Builder by granting access only to specific roles initially.
• Reduced Admin Overhead: Empowered users can switch views themselves, minimizing requests for assistance.
• Feature Protection: Prevent the accidental loss of advanced functionality by restricting who can switch a complex workflow back to the Standard view.
• Centralized Management: All configuration is managed from a single Global Workflow Settings page.

Configuration Options

Default Builder Selection

This setting determines the builder that opens when a new workflow is created. The choice applies only to workflows created after the setting is saved; existing workflows will continue to open in their last-saved view. This setting is found under Automations > Global Workflow Settings, a page visible only to agency admins and agency users.

Builder Switch Permissions

This setting controls which user roles are allowed to toggle a workflow's view between Standard and Advanced within the workflow editor. For example, you can enable this for Sub-account admins and Sub-account users. Agency users have this permission by default. If a user's role is not selected, the option to switch views will be hidden from them in the editor.

Workflow-Level Override

Each individual workflow remembers the builder view it was last saved in. This means a permitted user can set a specific workflow to always open in their preferred view, independent of the agency default. However, if a workflow contains elements that are exclusive to the Advanced Builder, the system may prevent switching to the Standard view until those elements are removed.

How to Set Up the Default Workflow Builder

1. Access Global Settings: From the main navigation sidebar, click on Automation. Then, select Global Workflow Settings from the top navigation bar.
2. Select the Default Builder: In the Default builder for new workflows section, choose either Standard Builder or Advanced Builder.
3. Configure Switch Permissions: In the Who can switch between builders section, check the boxes next to the user roles you wish to grant this permission to.
4. Verify the Settings: Open any workflow. Permitted users will see a builder selector in the top-left area of the editor. This confirms the permissions are active, and the workflow will open in its last-saved view.

Frequently Asked Questions

Does changing the default affect my existing workflows?

No. The default setting only applies to workflows created after the change is saved. All existing workflows will retain the builder view they were last saved in.

How can I prevent a user from accessing the Advanced Builder?

Ensure the user's role is not selected in the Who can switch between builders permission settings. They will only see the default builder and will not have the option to switch.

What happens if a workflow with Advanced-only features is switched to Standard?

The CRM will block the switch and require the removal of any features that are not supported in the Standard Builder before the workflow can be saved. This prevents accidental loss of functionality.

Where is the switch control located?

For users with the appropriate permission, a control to switch between builders is located in the top-left section of the workflow editor. Users without permission will not see this control.