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Additional Flow Workspace Options

In addition to the Settings and Members sections, internal users can also utilize additional options in a flow workspace:

  • Add Workspace Tags
  • Add Workspace Variables
  • Save as a Template
  • Automations & Events
  • + Add New Actions

To access these options, click the '...' ellipses icon.

 

Add Workspace Tags in a Flow Workspace

Add customizable Workspace Tags that allow admins and internal users to categorize, define, and filter workspaces based on specific properties, such as account type, project stage, health score, and more. These tags offer both "List" (dropdown options) and "Text" (free-text input) types for flexible classification.

If you have already created Workspace Tags, then click on the “...” ellipses icon in the Flow Workspace section. Select Workspace Tags to edit the tags.

Click on the “...” ellipses icon in the right side panel and select Edit tags to add tags.

Select the tag and click on Save Changes.

Learn how to create Workspace Tags here.

 

Add Workspace Variables

Add Workspace Variables that enable you to pass custom data when starting a flow and reference that data throughout branches, actions, and automations using DDR. These variables act as placeholders that dynamically adapt to the provided data, enabling personalized and data-driven workflows. 

If you have already created Workspace Variables, then click on the “...” ellipses icon in the Flow Workspace section. Select Workspace Variables to edit it.

 

Save As Template

Have a workspace that you repeat or that is similar to another process you may run? Turn it into a reusable template to streamline future processes. 

To save your current workspace as a template in your Flow Templates Library:

  1. Click on Save as Template.
  2. Enter a template name and template description for your template, configure access, and give names for the roles of users involved in this process.



  3. Click Next on the top right corner. This will take you to the Flow builder page. 
  4. Make any other required changes to the template. Then click Create Template on the top right corner to save.

 

Automations

Set up Automations within the workflow to enhance efficiency and automate repetitive tasks in third-party platforms, or within your Moxo portal. 

To set up automations: 

  1. Click on the '...' ellipses icon, to the right of your Flow Workspace name. 
  2. Select Automations & Events to view the upcoming and completed automations in the flow workspace.



  3. Click on + Add New Action and scroll down to Automations under Control to add a new automation.
  4. Select the action in the flow that will trigger the automation, upon completion of the action.
  5. Next, choose from various automation options available, third-party or within Moxo automations, that suit your business process.



  6. Fill in App and Event details, configure your account, and provide the required inputs. Then click Add Automation.


 

Learn more about automations here.

 

+ Add New Action

YoYou can add new Actions, Milestones, Wait steps, and Integrations to a live Flow workspace. Keep track of any changes or updates required in each step as the process takes place. 

To add a new action to a Flow workspace: 

  1. Click on the '...' ellipses icon to the right of the Flow workspace title. 
  2. Select +Add New Action.
  3. Select the action to be added from the options available.
  4. Locate where you need to add the action in the process, then click +Add Here accordingly.



  5. Enter the new action details, then click Add.