Large workflows are hard to scan when you need to find one value, one tag, or one step used in multiple places. So the Find & Replace function helps you quickly locate and update what matters most by using custom values, tags, or text as search points. Let’s learn how to use it!

Using The Feature

Head to the Workflows tab inside the Automation section and access any already existing workflow.

Click Find, or press Alt+F for Windows or Option+F for Mac.

Choose whether you want to look up custom values, tags, or text.

Enter the value, tag, or text you want to look up, and every matching case will be listed so you can move through the results.

Clicking a result will open it up for editing on the right side, and the workflow's view will center on your selected trigger/action.

If looking for a Custom Value or Tag, you can select a different value to change the results to. This can be applied to a single (1) or all matching results (2).

Search operates within a single workflow, supports partial matches, and is case-insensitive, giving you precise results, reducing manual hunting, and helping you update workflows without opening every action one by one, and automatically moving the view to the selected node for contextualized reviewing. We hope you enjoy it!

FAQs

Is this feature available for the Standard and Advanced Builder?

• Find and Replace is available both on the Standard Builder and the Advanced Builder

How does search work?

• Search works within one workflow, supports partial matches, and is case-insensitive

Does the replace option affect multiple workflows?

• Replace supports custom values and tags only, and Replace All applies only within the current workflow.