Reordering and Duplicating Workflow Steps

Workflow steps define the order in which actions occur in Streamline. To make building and iterating on workflows easier and more flexible, builders can reorder steps using drag and drop and duplicate steps directly within the workflow canvas.

These capabilities make it easier to fix mistakes, refine logic, and experiment with workflow structure—without needing to delete and recreate steps.

Why This Matters

As workflows grow in complexity, adjusting step order becomes an important part of the build process. Reordering and duplicating steps helps builders:

• Correct mistakes without starting over
• Iterate on workflow structure more quickly
• Reuse existing steps instead of rebuilding them
• Stay focused while building complex workflows

To support this flexibility, Streamline provides guidance when step changes may affect data flow or logic.

What You Can Do

Reorder Workflow Steps

You can move most workflow steps by dragging and dropping them within the workflow canvas.

When moving a step could affect data mappings or logic, Streamline surfaces clear warnings to highlight what may be impacted. Even when no warnings appear, it’s always recommended to test your workflow after reordering stepsto ensure everything works as expected.

Duplicate a Workflow Step

You can duplicate a step to reuse its configuration.

Duplicating steps is helpful when:

• Creating similar steps with small variations
• Reusing field mappings or settings
• Saving time during workflow setup

How to Use This Feature

Move a Step

1. In the workflow builder, locate the step you want to move.
2. Click and drag the step card to a new position in the workflow canvas.
3. Drop the step into the desired location.
4. Review any warnings that appear and update mappings or logic as needed.
5. Test the workflow to confirm data mapping and logic still function as intended.

Tip: Moving steps can change how data flows through a workflow. Always review related mappings and logic after reordering.

Duplicate a Step

1. Hover over the step you want to copy.
2. Click the three dots on the step card.
3. Select Duplicate.

A copy of the step is added to the workflow with its existing configuration.

Warnings and Considerations

You may see warnings when reordering steps if:

• Downstream steps reference data produced by the moved step
• Logic rules depend on values from earlier steps

Warnings are designed to surface potential issues early, but they don’t replace testing. After moving steps, always run a test to confirm the workflow behaves as expected.

Important Considerations

Step Placement Considerations

Some steps have specific placement requirements:

• Incoming Webhook steps must be placed at the beginning of a workflow
• Logic steps cannot be the first step
• Not all steps can be placed in every position

These considerations may affect where a step can be moved.

What’s Not Supported

• Moving logic steps
• Moving multiple steps at the same time

Impact on Existing Runs

Changes to step order apply only to new workflow runs.

Any workflows already in progress continue using their original step order.

Best Practices

• Reorder steps early in the build process when possible
• Duplicate steps to reuse configurations efficiently
• Pay close attention to warnings during reordering
• Always test your workflow after moving steps
• Review data mappings and logic rules to ensure they still reference the correct data