Using the Workflow Switcher in Advanced Builder
What Is the Workflow Switcher?
The Workflow Switcher is a navigation tool located within the Advanced Builder. It allows you to quickly search for and open other automations in your CRM. When you select a workflow, it opens in a new browser tab, leaving your current builder canvas undisturbed. This makes it easier to reference, compare, or copy elements between different automations without losing your place.
Benefits of Using the Switcher
Maintain Your Current Workflow
Your current automation remains open and unchanged, allowing you to switch contexts safely without reloading pages or navigating away.
Enable Side-by-Side Editing
By opening a second workflow in a new tab, you can view two automations at once. This is helpful for comparing logic or copying actions and branches directly from one workflow to another.
Save Time
Access your recent workflows or search for any automation by name from a single panel, reducing the time spent navigating through menus to find what you need.
How to Use the Workflow Switcher
Follow these steps to navigate between your automations.
- Navigate to Automations → Workflows in your CRM.
- Create a new workflow or open an existing one.
- Ensure you are using the Advanced Builder view. The switcher is not available in the standard builder.
- Locate and click the Workflow Switcher button on the left sidebar of the builder. You can also use the keyboard shortcut Shift + W.
- In the panel that opens, you will see a list of Recent Workflows and a Quick Search field.
- Use the search to find a workflow by its name, or click on any workflow in the recent list.
- The selected workflow will open in a completely new browser tab. Your original workflow builder tab will remain open in the background.
Frequently Asked Questions
Is the Workflow Switcher available in the standard builder?
No. This feature is only accessible when you are working in the Advanced Builder view.
What does the Quick Search function search for?
The Quick Search looks for workflow names. Type any part of an automation's name to find it quickly.
Will I lose unsaved changes in my current workflow when I open another?
No. The other workflow opens in a new tab. Your current builder tab, with all its contents and any unsaved changes, stays exactly as you left it.
Can I copy steps from one open workflow to another?
Yes. With two workflows open in separate tabs, you can use standard copy and paste actions to duplicate steps, actions, or entire branches between them.
Is there a keyboard shortcut for the switcher?
Yes. Press Shift + W while the builder tab is in focus to open or close the Workflow Switcher panel.