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Automation Space - Better Organizational Tools

Toby Cashook

Hello!

I am looking for a better way to organize my company's automations. If there was a way to add fields to the automations page, group them by category, or put them into folders. Any way would be appreciated. I have currently 30+ automations, and I am quickly having trouble finding them when I need to edit them.

Additionally, organizing them by type would help me better track the flows and purpose of the automation itself. Also, the ability to wrap text on the drop downs, filtering, etc.

thanks

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Comments

Rohan V

Hi @Toby Cashook, welcome to the Community! 🙋‍♂️

That's a great suggestion, thanks for posting. If you'd like to learn more about how our product feedback process works, feel free to give this detailed article a read when you have some time! 😊

Toby Cashook

Thanks Rohan! This is great to know. Looking forward to the gathering votes phase!

Michelle Hammond

@Toby Cashook This is a great suggestion and I've upvoted it. Our company has over 600 automations created by 10 Admins, and trying to find the one you need is punishing. I have often wished that the "Group" feature now available for Request Forms was also available for Automations, so that I could "Group" by "Created By", then sort within that by "Title" (or something else). It would still be an enormous list to shuffle through, and adding folders would really help, but that would be a great start!

Toby Cashook

Totally agree! this is an excellent use case! I can't even imagine the alphabetical sorting you must be doing…