Workflow Settings: Choose your default builder + control who can switch between builders

Modified on Tue, 13 Jan at 2:33 AM

What it does
Account users can now set the default builder for new workflows (Standard or Advanced) and decide who’s allowed to switch a workflow’s view between builders.
Why we’re doing this
Teams want flexibility in how they build. This update makes it simple to pick a default, grant the right access, and grow Advanced Builder feature usage at your pace - while keeping control centralized with the account.
Who it’s for
Account Admins (to set defaults and permissions). It benefits account admins/users by letting them work in Advanced without waiting on an admin - if permitted.
How to use
  1. Go to Workflows → Global Workflow Settings.
  2. Select the default builder (Standard or Advanced) and confirm.
  3. Set who can switch between builders (roles).
  4. New workflows will now open in the chosen default for all users.
Notes
  • The default applies only to new workflows Existing workflows are unchanged.
  • Any individual workflow can still be set to a different builder later. The last saved choice at the workflow level wins.
  • Example: if the default is Advanced but someone switches a specific workflow to Standard, that workflow will keep opening in Standard until changed again.
Preview:
image


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article