Advanced Filters and Smart Lists help streamline workflow management. Advanced Filters allow temporary refinement of workflows based on triggers, actions, and tags, while Smart Lists save filtered views for repeated access.
Quick location of specific workflows through multiple filter conditions
Time savings via reusable saved filter views for growing teams
Better team collaboration through organized workflow categorization
Reduced duplicate workflows and support inquiries
Advanced Filters provide one-time filtering without saving, ideal for occasional searches. Smart Lists preserve filter criteria permanently, perfect for frequently accessed workflow subsets.
Navigate to Automations > Workflows, click Advanced Filters, select filter types (triggers, actions, tags, status), choose operators, and apply conditions. Users can combine multiple filters using And or Or logic.
After applying filters, click Save to preserve the view as a Smart List. These appear at the top of the Workflows page for instant access. Users can later edit or delete Smart Lists via the Customize List option.
User-created Smart Lists are only visible to that user and admins; admin-created lists are visible to all admins but not regular users.