Help Center

What is the Workflow Switcher?

The Workflow Switcher is a navigation tool within the CRM that lets you manage your automation workflows efficiently. It allows you to search for, open, create, duplicate, and delete workflows without exiting the workflow builder interface, helping you maintain focus on your automation tasks.

How to Access the Workflow Switcher

To open the Workflow Switcher, follow these steps:

Navigate to the Automations section and select Workflows.
Open any existing workflow to enter the workflow builder.
Click the Workflow Switcher icon located in the left sidebar of the builder.
Alternatively, you can use the keyboard shortcut Shift + W to toggle the switcher open and closed.

Understanding the Workflow Switcher Interface

The Workflow Switcher appears as a panel within the workflow builder. Its main features include:

A search bar to quickly find specific workflows.
A list of your recent workflows for easy access.
The ability to switch between workflows without opening new browser tabs.
Options to create, duplicate, or delete workflows directly from the panel.

Switching Between Workflows

To switch to a different workflow using the switcher:

Open the Workflow Switcher panel.
Use the search function or scroll through the list to locate the desired workflow.
Click on the name of the workflow you wish to open.
The workflow will load in the same tab, replacing the current one.

Managing Workflows from the Switcher

You can perform several management actions directly within the Workflow Switcher panel:

Create a new workflow by clicking the + (plus) icon.
Duplicate an existing workflow using the options menu next to a workflow name.
Delete workflows you no longer need, also accessible via the options menu.

All these actions are performed without needing to navigate away from the builder.

Key Features and Improvements

The Workflow Switcher includes several enhancements for a better user experience:

Same-Tab Switching: Opens workflows in the same browser tab to reduce tab clutter.
Infinite Scroll: Browse through all your workflows without pagination limits.
Improved Performance: Faster loading times and smoother navigation between workflows.
Universal Availability: The switcher is available in both the Standard and Advanced Workflow Builders.

Keyboard Shortcut

You can quickly open or close the Workflow Switcher at any time while in the workflow builder by pressing Shift + W on your keyboard.

Frequently Asked Questions

Can I open a workflow in a new tab?

Yes. You can right-click on a workflow name in the switcher or use the options menu to select "Open in new tab."

Will I lose unsaved changes when switching workflows?

No. The system will prompt you to save or discard any unsaved changes in your current workflow before switching to a new one.

Is the Workflow Switcher available in all builders?

Yes. The Workflow Switcher is accessible in both the Standard and Advanced Workflow Builders.

Is there a limit to how many workflows I can view?

No. The infinite scroll feature allows you to browse your entire list of workflows without any pagination.

Using the Workflow Switcher in CRM