Workflow Folders provide organization for your Workflows so you can assure they’re always where you need them to be.
In the GoFormz web app, click the Workflows tab to view your Workflow Folders. When you arrive in the Workflows tab the left panel displays your account’s existing Workflow Folders.
Any Workflows not assigned to a folder are stored in the Main section.
Below your Main section, you’ll see any folders you create. When you select a folder an Actions ellipses menu appears. Click the Actions menu to access options to Edit or Delete your selected folder or Add a Subfolder to a parent folder.
Create the folders you need to best organize and manage your Workflows.
Create and edit Workflow Folders
Click Create New Folder to create a parent folder.
Open a parent folder’s Action menu and select Create a Subfolder to create a new nested folder within a parent folder. Subfolders enable you to organize based on classifications like region, worksite, department, or individual.
Note: Workflow folders do not have any associated permissions.
When you create a folder or subfolder, you’ll automatically navigate to your newly created folder.
Best practice in managing your Workflow Folders is to establish a simple naming convention for your folders and subfolders. Access the Actions menu and click Edit to rename your folders and subfolder. Folder names have a 50 character limit.
The Actions menu also contains a Delete option. If you delete a folder, then all subfolders are automatically deleted and the contained Workflows will move to the Main section. If you delete a subfolder, then all contained Workflows move to their parent folder.
Manage where your Workflows live using individual or bulk actions.
Manage your Workflow Folders
Any Workflows not assigned to a folder are stored in the Main section. If you need to locate a specific Workflow within your Folders use the Search function. When you search for a Workflow, your results will also display the source of where your searched Workflow lives.
Drag-and-drop Workflows to the folder or subfolder where you want them. Alternatively, you can use the boxes next to your Workflows to select the Workflows you want to manage and open the Bulk Action menu. Your options here include Move to Folder and Delete.
Note: While this functionality is described for bulk actions, you can manage your individual Workflows in the same ways.
Workflow Folders don’t have any manageable permissions - learn about the permissions you can manage in GoFormz.
If you haven’t already, consider setting up Template Folders to further extend the organization within your GoFormz account.