Rearranging Workflow Steps

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

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.

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.