Since the Workflow tab update last week I noticed that a lot of you have little tips, tricks or just processes for working with the new UI. I thought it would be a good idea to have a thread to share all of them for everyoneâs benefit.
Things like when compact mode is the most beneficial, pro tips on organizing folders, etc.
Share below and thanks in advance!
What are some of your favorite tricks when it comes to the new WF tab?
If you have a lot of workflows (or probably even if you donât), expand the right panel all the way to the right as far as it will go, and set it to grid view. The workflow editor pane doesnât need all that much space with the new vertical layout.
¡ If you have wf > 50 on a page, focus on design instead, donât waste time due to delays and load time
¡ Donât rename or put everything in the folders or over use reusables those features are optional and here to improve productivity not to limit you
¡ Give your feedback donât get gaslighted by some people here
instead of using folders name workflows alphanumerically
eg 001 a. 001b 0001c for all payment workflows; 002a 002b 002c for all ones filling out forms.
Here are my tips for using the new workflow editor more efficiently:
1.Use color coding to visually organize your workflows.
I personally stick to three colors to keep things clear (other workflows remain with no color):
Green for saving or updating data
Orange for custom events or âdo onceâ workflows
Red for deleting data
This makes it much easier to scan and understand complex flows at a glance.
2.Avoid overcrowding a single page with too many workflows.
To keep things tidy, I use reusable elements as often as possible, even when I donât reuse them in the UI.
For example, turning a section of your page into a reusable element will keep its workflows separate.
3.Assign folders to your workflows as you build.
If youâre using folders, itâs much simpler to organize them progressively rather than sorting everything at the end.
4.Name your workflows clearly and consistently.
This makes searching (with the new search function!) and navigating yours workflows much easier, especially as your app grows.
5.Save time using the new trigger button.
You can check how many times and where a specific workflow is triggered.
6.Group related actions into custom events.
Instead of creating long workflows, break them into smaller chunks using custom events. It improves readability and lets you reuse logic when needed.
Pro Tip: make sure the property editor isnât covering up the Triggers menu. That is one of the best features of the new editor and it can be out of sight on page load:
That tells you everywhere that triggers the selected API endpoint or Custom Event, similar to if you did a search for âSchedule API workflowâŚâ but itâs way quicker.
Give value to the Triggers section, with info about places where this workflow is triggered. Underrated but extremely useful.
Setting the view to Compact will make the actions occupy more space, allowing conditionals to also expand. Better read of conditionals + better use of screen space.
Extend left tab to show 2 columns to see enough workflows at the same time
Hover the workflows to see all conditions in left tab
Use compact mode to show 3x more actions at the same time (e.g. 20 actions instead of 7 on my screen)
Keep enough space to show all actions and the floating tab to edit workflow and actions on the right of my screen
Use folders and explicit names to organize folders, workflows and actions (I still need to work on it)
Use search input next to the dropdown to select a page : write the keywords youâre looking for to find quickly a specific workflow or action, so useful after renaming them !
Open workflow editor in 2 tabs at the same time to easily Copy and Paste : as soon as you can, duplicate workflows, copy and paste actions before modifying them to save time instead of creating everything from scratch, and keep an eye on the original action in one tab/screen while working on the new one youâre editing in another tab/screen
Use custom events with specific conditions to create the âbranchingâ if/then/else logic inside a workflow
Use shortcuts : âGo to API event/custom eventâ when actions trigger other API workflows or custom events and the triggers referenced at the top of the editor
=> Extra tip : actions triggering an API event or custom event are designed as a stack of rectangles instead of a simple rectangle, not obvious at first sight but can be useful to identify them in complex worflows with a lot of actions
Thank you all for sharing your development hacks to improve your productivity with this new workflow editor
I hope this list can help you too!
Color for navigation:
Iâve got a randomly picked color (cyan-usually) that I use for navigation only.
If something is coloured cyan - it means Iâll either have to finish, double check or reference it for something Iâm going to do next. If the job is finished, Iâll turn color accordingly.
Category view:
Also: I tend to fall in love with the category view. I use it more often than folder view for sure. If you havenât used it yet, definitely give it a try.
Conditions:
Just as many of youâve pointed it out, defo check the âShow Conditionsâ for easier navigation. I think it should be on by default.