Use The Workflow Clean Up

About this task

Organize your workflow nodes into a clean flow chart.

Procedure

  1. Go to Automation > Workflows.
  2. Click either
    • On the name of a workflow to edit an existing workflow
    • Or Create New Workflow to create a new workflow.
  3. Make changes to your workflow.
  4. Click the wand icon to transform your workflow into an organized chart.
  5. Click Save Changes or Save & Close.