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Move entire workflows to another file
Move entire workflows to another file

Oh dear.... fully executed a workflow to see it landed in the wrong file? Don't worry, you can still move it!

Updated over 9 months ago

First of all, by default this option is disabled (we like to keep things simple). So if you want to enable the users to move items to other files, the SuperAdmin will have to first set these permissions to "Everyone" (or limit it to Managers and other SuperAdmins). Don't forget to click "Save Changes" at the bottom of the page:

For snaps:


For forms:


Once this is set, users can move items in their files. To do so, find the workflow you would like to move and click the "..." icon on the right to get the edit window:

Hit "Move to another file", where you can type the reference of the file you would like to move the workflow to. Bear in mind that the file that will receive this workflow must be an open file.

💡Note: it's not possible to move a single snap within a workflow to another file, only the entire workflow.

Just want to move a single upload outside a workflow to another file? Read more about it here!

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