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

Using the Feature #

• Head to the Workflows tab inside the Automation section and access any existing workflow.
• Click Find, or press Alt+F on Windows or Option+F on 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 opens it for editing on the right side, and the workflow’s view centers on your selected trigger or 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 result or to all matching results.

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, while automatically moving the view to the selected node for contextualized reviewing.

Frequently Asked Questions #

Is this feature available for the Standard and Advanced Builder? #

Find and Replace is available on both 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.

How do I open Find & Replace? #

Open a workflow, then click Find or press Alt+F on Windows or Option+F on Mac.

What can I search for? #

You can search by custom values, tags, or text within the current workflow.

What happens when I click a search result? #

The matching trigger or action opens for editing on the right, and the workflow view centers on that node for easy review.