Organizing workflows with folders

Folders group the workflows on your Workflows list so a large workspace stays organized. CloudRadial AutomationAI groups the list by folder, gives you a dialog to create and maintain folders, and keeps any unfiled workflow in a dedicated group. This article is for workspace users with the Admin role or higher.

• How the List Is Grouped
• Managing Folders
• Creating a Folder While Creating a Workflow
• Assigning a Workflow to a Folder

How the List Is Grouped

The Workflows list groups workflows by their folder. Any workflow that has not been filed appears under the Unfiled group, so every workflow is always visible somewhere in the list.

Managing Folders

On the Workflows page, select Manage folders to open the Manage folders dialog. From there you can:

• Create a folder by entering a name in New folder name and selecting Add
• Rename a folder, which opens the Rename folder dialog where you edit the name and select Save
• Delete a folder from the Delete folder dialog

Deleting a folder never deletes the workflows inside it. Any workflows in a deleted folder are kept and moved to Unfiled.

Creating a Folder While Creating a Workflow

You don't have to leave a workflow you're creating to make a folder for it. The Folder field has a New folder button in these places:

• The dialog for a new blank workflow
• The Convert to workflow dialog in the AI Playground history
• The AI Generate Workflow panel

To create a folder from one of them:

1. Select New folder under the Folder dropdown.
2. Enter a name in the folder name field.
3. Select Create, or press Enter. To close the name field without creating a folder, select Cancel or press Escape.

The folder is created right away and selected in the Folder dropdown, so the new workflow is filed in it. Because the folder is saved as soon as you select Create, it stays even if you then cancel the dialog without creating the workflow.

If the folder can't be created, for example because a folder with that name already exists, the error appears below the name field. Your entry stays in place so you can correct it, and the selected folder doesn't change.

Assigning a Workflow to a Folder

Move a workflow into a folder by dragging it onto the folder in the Workflows list. AutomationAI confirms the move and the workflow appears under its new group. Move a workflow back out the same way to return it to Unfiled.