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Organizing Action Flows with folders

As your library of Action Flows grows, keeping them organized becomes important - both for your own productivity and for making it easier for your team to find and manage Action Flows. Atomic's folder system lets you group related Action Flows together, with support for up to three levels of nesting so you can reflect the structure that makes most sense for your team.

The Action Flow dashboard showing a folder panel on the left with a nested folder tree
The folder panel on the Action Flow dashboard showing a nested folder tree

Why use folders?​

Folders are optional, but they become very useful once you have more than a handful of Action Flows. Here are some common ways teams use them:

  • By product area or feature - Group Action Flows for onboarding, billing, and support separately so each team can quickly find what they own.
  • By campaign or initiative - Keep Action Flows related to a specific campaign together for easy review before and after launch.
  • By status or workflow stage - For example, a Templates folder for draft Action Flows your team clones from, and separate folders for Action Flows that are live in production.
  • By region or audience - If you operate in multiple markets, separate folders make it easy to see what's running where.
  • By trigger type - For teams managing many Action Flows, grouping by trigger type (scheduled, event-driven, batch) helps with at-a-glance understanding.
tip

Consider creating a Templates folder and populating it with well-designed Action Flows your team can clone as a starting point. This is a great way to promote consistency and save time.

The folder panel​

The folder panel appears on the left side of the Action Flow dashboard. It shows:

  • Uncategorized - Action Flows that haven't been assigned to a folder yet. This always appears at the top.
  • Your folders - Listed as a tree. Folders with sub-folders show a chevron (▶) you can click to expand or collapse them.
  • A search box to filter the folder list by name. When searching, the full path of nested folders is shown (e.g. Onboarding > Welcome series) so you can tell folders apart even if they share a name.

Clicking a folder in the panel filters the main list to show only the Action Flows inside that folder.

Folder panel with a search term entered, showing matching folders with breadcrumb paths
Searching folders shows the full path for nested folders, and highlights the matched text

Creating a folder​

  1. In the folder panel, click the + button next to the Folders heading.
  2. Enter a name for your folder. Folder names can contain letters, numbers, spaces, hyphens, and underscores.
  3. Click Create.

Your new folder will appear in the panel and you can start moving Action Flows into it straight away.

Creating a sub-folder​

Folders support up to three levels of nesting — a top-level folder, a sub-folder inside it, and one further level beneath that.

To create a sub-folder:

  1. In the folder panel, hover over the folder you want to nest inside.
  2. Click the + icon that appears on the right side of the folder row.
  3. In the Create a new sub-folder dialog, enter a name for the sub-folder.
  4. Click Create.

The parent folder will automatically expand to show the new sub-folder once it's created.

info

The + button only appears on folders that can still accept sub-folders. If a folder is already at the maximum nesting depth, the button won't be shown.

Adding an Action Flow into a folder​

You can assign any Action Flow to a folder at any time, regardless of whether it's published or still in draft.

  1. From the Action Flow list, find the flow you want to move.
  2. Click the ⋯ overflow menu on the right side of its row.
  3. Select Add to folder.
  4. Choose a folder from the dropdown. The dropdown shows the full path for nested folders (e.g. Campaigns > Q3 > Email follow-up) so you can easily tell them apart.
  5. Click Save.
The Move to folder modal with a dropdown showing available folders including nested ones with breadcrumb paths
Folder paths are shown in full so you can confidently choose the right destination
tip

You can also create a new folder directly from the Move to folder dialog - just click + New folder at the bottom of the dropdown, and optionally choose a parent folder to nest it under.

Renaming a folder​

  1. In the folder panel, click the folder you want to rename to select it.
  2. In the panel header area that appears, click Edit folder.
  3. Update the name and press Enter or click Save changes.

Deleting a folder​

  1. In the folder panel, click the folder you want to delete to select it.
  2. Click the ⋯ overflow menu in the folder header area.
  3. Select Delete folder and confirm.
warning

A folder cannot be deleted if it contains sub-folders. Deleting a folder does not delete the Action Flows inside it - they will be moved to Uncategorized.

Folders in analytics​

When an Action Flow is triggered, the ID of the folder it belongs to is captured as workbenchFolderIds in the platformContext of every analytics event that flow generates. This lets you filter or segment analytics data by folder in downstream tools.

See Analytics event reference for the full list of platformContext properties.

Sorting folders​

You can change the order in which folders appear in the panel. Click the ⋯ overflow menu next to the Folders heading and choose from:

  • Recently edited - Folders whose contents were most recently updated appear first.
  • Ascending (A–Z) - Alphabetical order.
  • Descending (Z–A) - Reverse alphabetical order.

Your chosen sort order is remembered between sessions.

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