Keeping on top of your workflows is much easier when you can filter and organise them the way you need. Smart Lists let you save filtered views of your workflows based on specific criteria, so you can get back to exactly the right set without re-applying filters each time.

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 "Advanced Filters" to start 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, adjust the selected filters if needed, and then click the Save as New button.

The new Smart List will appear as a tab in the Workflow sections panel, so you can access it quickly.

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. Note that Smart Lists can be recreated if needed.

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

Advanced Filters and Smart Lists together give you a much more precise way to view and manage your workflows, making it easier to find what you need and keep things organised.

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.