Changing the Folder Location for a New or Existing Workflow

By default, new workflows are created in the root folder, which automatically displays its contents in the Workflow Defnitions list

To begin, go to Workflow > Workflow Designs.

To move a workflow to a location other than the root folder, do one of the following:
  • Create a new workflow in a specific folder.
    1. Open a preexisting folder in the Workflow Definitions list.
    2. Click New Workflow.
  • Move an existing workflow to a specific folder.
    1. Click the dropdown arrow next to the workflow name and click Move to folder. The Move Workflow into a Folder dialog appears.
    2. In Move to, select a folder name and click Move to folder.
If you want to create a new folder to hold the workflow, rather than using a preexisting folder, see Creating a Workflow Folder.