Create a Folder

Overview


Creating folders allows you to organize and find your flows easily. By default, users have a "Shared" folder, which contains flows shared between users.

The Workflows tab

Before You Begin

Make sure you have the appropriate permissions to create a folder within the platform.

About the Task

Creating a folder allows for the organization of workflows into "groups" based on their purposes.

Procedure

  1. Click the "Create" button on the upper right-hand side of the page.

  2. Select "Create Folder" and a pop-up will appear that will allow you to input the name and description of the desired folder. The name cannot be changed.

  3. Click "Create" to create the folder.

  4. Search for the folder and open it by using the "Filter" option on the upper left-hand side of the page.

Folder actions can be performed under the "Actions" column by clicking the three vertical dots. You can open, export, move, delete, or change the description of any folder except the default "Shared" folder.

Inside a folder, you can:

  1. Create a flow or another folder.

  2. Import, export, or delete flows and subfolders.

  3. Filter for easier navigation.