Using the Sync Edit Checkbox for Email Actions in Workflows
About the Sync Edit Checkbox
The Sync Edit checkbox gives you control over how changes to email content in your workflows interact with the original email templates. When you add an email action to a workflow and select an existing template, you'll see a checkbox labeled Sync Edits to Template.
How Sync Editing Works
This feature determines whether modifications made to the email within your workflow will automatically update the source template, or if the workflow email will remain independent.
When Sync is Enabled
If you check the Sync Edits to Template box:
- Any changes you make to the email content in your workflow will automatically update the original template
- Likewise, any changes made to the template elsewhere will update the email in your workflow
- The email content and template remain continuously synchronized
When Sync is Disabled
If you leave the Sync Edits to Template box unchecked:
- Changes made to the email in your workflow will not affect the original template
- Changes made to the template elsewhere will not update the email in your workflow
- The email content becomes an independent copy that you can edit separately
Using the Feature
To enable or disable sync editing:
- Create or edit a workflow with an email action
- Select an existing email template
- Locate the Sync Edits to Template checkbox
- Check the box to enable synchronization, or uncheck it to keep the email independent
- Continue configuring your workflow as needed
This feature helps you maintain consistency when you want template-wide updates, or preserve workflow-specific variations when you need customized messaging.