Smart Lists for Workflows

Efficient workflow management is essential for optimizing business processes. The Smart List feature in Workflows helps you organize your workflows based on specific criteria. By filtering workflows using multiple parameters and saving the results as custom views, these features make it easier to access and manage your workflows with precision.

How to Create Smart Lists

Applying Filters

To filter workflows using multiple criteria, follow these steps:

Navigate to the Automations tab to view your list of workflows then click on "Advanced Filters" to begin applying filters.

Select the desired filter from the dropdown, choose an operator, and set the appropriate value.

Add additional filters by clicking "+And" for an "And" condition, or "+ Add Filter" for an "Or" condition.

Click "Apply" to activate the filters and display the filtered results.

Saving Your Smart List

Once filters are applied, the "Save" button will appear, indicating unsaved changes. Click "Save" and select "Save as New Smart List" to create a new list, or choose "Discard Changes" to reset the filters.

In the popup modal, you can update the name of the smart list, modify the selected filters if necessary, and then click the Save as New button.

The new Smart List will appear as a tab on the Workflow sections panel allowing you to access the smart list easily.

You can also create a new Smart List by clicking "+ Smart List", adding filters, and clicking "Save".

Deleting Smart Lists

To delete a Smart List, click "Customize List" in the upper right-hand corner and select "Delete". In the confirmation window, confirm your choice to permanently remove the Smart List. Please note that Smart Lists can be recreated if necessary.

If you have multiple Smart Lists, click the "more" icon to view all of your created lists.

By utilizing Advanced Filters and Smart Lists, you can significantly enhance your workflow management, allowing for greater customization and accessibility. These features enhance your ability to view and manage workflows based on precise criteria, improving efficiency and organization within your system.

Practical Examples and Use Cases

• Filter Workflows by Action: View all workflows using the "Email" action.
• Tag-Based Smart Lists: Create a Smart List of workflows using specific tags.
• Trigger-Based Smart Lists: Create a Smart List of workflows that use the "Customer Replied" trigger.