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Workflows

Save placeholder workflow actions

Last updated: September 16, 2021

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise
Operations Hub Professional, Enterprise

Most workflow actions, such as Create task and Send email, can be saved without setting all of the details. This can help streamline workflow building by allowing you to add your actions first as placeholders, then set up the rest of the details later before turning the workflow on.

For example, you're setting up a workflow for an upcoming email marketing campaign. Even though you haven't finished creating the emails you'll be sending, you can add all the Send email actions you need, then add the emails once they've been finalized.

Please note:

  • Placeholder workflow actions can only be added to inactive workflows. You cannot add a placeholder when a workflow is turned on. 
  • The following workflow actions cannot be set as placeholders, and must be fully set up before continuing to build your workflow:
    • Custom code
    • Format data
    • Delay for a set amount of time
    • Delay until a day or time
    • Actions from connected apps

 

To save an action as a placeholder:

  • In the workflow editor, click the + plus icon to add an action. 

    add-an-action
  • In the actions panel, select the action.
  • At the bottom of the actions panel, click Save. The action will then be saved to the workflow timeline and will display the number of remaining details to fill out before you can turn the workflow on.

workflow-action-card-no-details

 

  • Continue setting up your workflow as needed.
  • To finish setting up a placeholder action, click the action, then fill in the missing details in the right panel.
  • You can also view all actions that need to be updated by clicking Alerts in the top left, then clicking need changes. Then, In the right sidebar, view the actions that need to be updated.

view-actions-that-need-details