How do I move shapes within a workflow?

How can I move a shape from one part of the workflow to another part, eg move it from before a conditional logic to inside one of the branches?
There is no copy mechanism on shapes nor does there seem to be a way to delink its existing connection to one shape to then connect it to another, delinking just deletes the shape.
Surely the answer is not to recreate the shape again and then delete the original??
It's 2025, copy/paste, drag and drop has been around for 20 years, how is the workflow UI not capable of these simple actions?

Best Answer

  • DanHendriksen
    DanHendriksen Domo Employee
    Answer ✓

    You can copy and paste in a workflow. Hold down the shift key to drag and select numerous shapes, then press "Control-C" to copy and "Control-V' to paste.

Answers

  • DanHendriksen
    DanHendriksen Domo Employee
    Answer ✓

    You can copy and paste in a workflow. Hold down the shift key to drag and select numerous shapes, then press "Control-C" to copy and "Control-V' to paste.

  • Thank you, that works.
    Is there a full reference guide for all the shapes and UI options, such as the copy/paste, for workflows?
    I've gone through all the videos in Domo University but there is much more to workflows that what those videos show.

  • DanHendriksen
    DanHendriksen Domo Employee

    I agree with you that documentation could be improved, and we could have more videos. Please keep the feedback coming - the videos which I created were a result of things I recognized and feedback I heard from customers, and I'm happy to make more. I'm also happy to pass feedback along to the product and education teams.

  • Whilst I have been using copy and paste for shapes I have been finding it is on occasion unreliable.
    Examples:
    - when copying an Append To Dataset often all the parameters will be blanked out, to the extent you can't even manually enter them
    - when copying a General Task it does not create the task form as an entirely new form, which means if you update the copied task form, eg changing the form name, the original form will also be changed

    Copying and pasting one shape at a time is really painful if you want replicate a whole branch of shapes, you should be able to select multiple shapes at a time to copy. Nintex allows the creation of 'action sets' in which you can group a series of actions and then you can copy and paste that action set.

    I've also found the whole UI becomes interminably slow if you have more than a couple of screens worth of shapes in a workflow. It's taking 5-10 seconds to show that details of a shape when you click on it, 5 seconds for a new shape to be chosen, 10 seconds to save the workflow, 5 seconds for moving a shape etc.

    For example I have a workflow that has a lot of levels of approvals - see attached screenshots, and that is not the complete process.
    The UI was so slow that I've had to cut out the last third, to have it run as a second workflow that will be called by the first workflow but this is hardly an ideal solution as I have to ensure all the correct data is carried across from the first workflow to the second. I can't understand why the UI is running so slowly, I've developed Nintex workflows that are much larger with hundreds of actions and never once has the UI been any different if I've got 5 actions or a hundred.