Rearranging Workflow Steps

[peterdykstra]

Workflows help automatically send notifications, change data & generate documents, as data throughout your app is added or changed.

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Some workflows are best created with multiple steps to ensure data is changed before files are generated or reports are delivered. To help organize these steps within a single workflow, app creators can now easily drag & drop each step to rearrange their order.

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To rearrange workflows with multiple steps, just look for the ‘Rearrange’ button in the upper-right section of the workflow, then drag each step to the appropriate order.