Why can't I activate a workflow?
Why can't I activate a workflow?
Why don't I see my manual workflow button in the top navbar?
Why don't I see my manual workflow button in the top navbar?
What's the difference between Single, Global, and Bulk manual triggers?
What's the difference between Single, Global, and Bulk manual triggers?
| Type | Records Required | Workflow Runs |
|---|---|---|
| Global | None | Once, no record input |
| Single | One or more selected | Once per selected record |
| Bulk | One or more selected | Once, with all records as array |
- Global: Use when the workflow doesn’t need any record context (e.g., generate a report)
- Single: Use when you want to process each selected record independently (e.g., send individual emails)
- Bulk: Use when you need to process records together or optimize credit usage (requires Iterator action)
I don't see an If/Else node. What should I do?
I don't see an If/Else node. What should I do?
Are workflow branches running in parallel?
Are workflow branches running in parallel?
- Add a Filter action at the start of each branch
- Set opposite conditions (e.g., Branch A: status = “Open”, Branch B: status ≠ “Open”)
Can I merge branches back together?
Can I merge branches back together?
- Complete your branched actions
- Add a new step after the branches
- Drag connections from the end of each branch to this new step
What's the limit on Search Records results?
What's the limit on Search Records results?
- Add more specific filters to reduce results
- Use scheduled workflows to process in batches
- Consider using the API for bulk operations
Can I CC people on workflow emails?
Can I CC people on workflow emails?
How do I use outputs from previous steps?
How do I use outputs from previous steps?
- Use the variable picker when configuring a field
- Or type
{{stepName.fieldName}}directly
- Trigger data:
{{trigger.object.email}} - Search results:
{{searchRecords[0].name}} - Code output:
{{code.calculatedValue}}
Why does my Iterator fail?
Why does my Iterator fail?
- Input is not an array: Ensure you’re passing results from Search Records or another action that returns an array
- Array is empty: Add a filter before Iterator to check
{{searchRecords.length}} > 0 - Wrong variable selected: Make sure you select the array itself, not a single record
- Search Records (returns array)
- Filter: length > 0
- Iterator: select
{{searchRecords}} - Actions inside iterator use
{{iterator.currentItem.fieldName}}
What's the maximum execution time for Code actions?
What's the maximum execution time for Code actions?
- Break large operations into smaller chunks using Iterator
- Avoid heavy computations; use external services via HTTP Request for intensive processing
- Optimize your code to reduce execution time
- If you need longer processing, consider using scheduled workflows that process data in batches
How do I read workflow runs?
How do I read workflow runs?
- In workflow editor → Runs panel on the right
- Or go to Workflow Runs in the sidebar
- Status: Running, Completed, Failed, Waiting
- Steps: See which steps executed and their output
- Errors: Click failed steps to see error messages
- Data: View input/output data at each step
Why don't I see my workflow runs?
Why don't I see my workflow runs?
- Selecting more than 5,000 records with a Single manual trigger
- Multiple workflows running simultaneously across your workspace
- High-frequency automated triggers (e.g., Record Updated on a busy object)
- Use Bulk triggers instead of Single to process many records in one run
- Space out large batch operations
- Use filters to reduce trigger frequency
- Schedule heavy workflows during off-peak hours
What are the workflow rate limits?
What are the workflow rate limits?
| Limit | Value | Behavior |
|---|---|---|
| Soft limit | 100 runs/minute | Runs queue in “Not Started” status, processed gradually |
| Hard limit | 5,000 runs/hour | Runs immediately fail |
- Use Bulk triggers with Iterator instead of Single triggers for large batches
- Combine related automations into fewer workflows
- Use scheduled workflows to spread load over time
Can I retry a failed workflow run?
Can I retry a failed workflow run?
- Review the error in Settings → Workflows → [Your Workflow] → Runs
- Fix the issue (data, configuration, or external service)
- Manually trigger the workflow again on the affected record(s)
- Add Filter nodes to validate data before actions
- Use Search Records to check if related records exist
- Test thoroughly with a few records before bulk operations
Should I deactivate workflows before CSV imports?
Should I deactivate workflows before CSV imports?
- Hit the 5,000 runs/hour limit
- Consume significant workflow credits
- Send unexpected emails or notifications
- Create duplicate tasks or records
- Go to Settings → Workflows
- Identify workflows triggered by the object you’re importing
- Deactivate them temporarily
- Run your CSV import
- Reactivate the workflows when done
How do I clean up my workflow layout?
How do I clean up my workflow layout?
- Right-click anywhere on the workflow canvas
- Click Tidy up workflow