Workflow Quick Actions

Sort Operator Workflows - If you have many favorite workflows in your list, you can use the arrow keys and the A-Z link at the top of the window to sort your workflows alphabetically, and to reverse the sort order.

Add a Simple Workflow - Click Add, then select the workflow activity you want to run when the workflow is triggered. Depending on the activity you choose, you might need to enter additional settings also. When finished, the workflow is added to your list, with the name of the activity as the workflow name. If you are happy with this workflow, click Save. You can then run your workflow at any time, as described below. Or, use the Advanced Editor to make changes as needed.

Rename a Workflow - Select the workflow you want to work with, and click Rename. You can then enter a new name for your workflow.

Advanced Editor - Select the workflow you want to work with, and click the Advanced Editor link. You can then use all the tools in the Workflow Editor to fine tune your workflow. When finished, click Save at the bottom of the editor to return to your Quick Actions list.

Delete a Workflow - Select the workflow you want to work with, and click Delete to remove it from your Quick Action Workflows list.