How to add ad hoc steps to a workflow run
What are ad hoc steps?
Ad hoc steps let you add steps to a specific run that aren’t part of the base workflow. This allows you to keep a standardized base workflow while customizing each run for the particular scenario.
Enable ad hoc steps for a workflow
- Open the workflow’s settings modal.
- Enable the ad hoc steps option to allow adding steps on individual runs.
- Save your changes.
With this setting enabled, your users can add steps to a run, so you can have a base workflow and customize each run as needed.
Summary
Ad hoc steps let you customize individual runs without altering the base workflow. Enable the feature in settings, then add and configure steps directly within a run, using the purple star indicator to distinguish them from standard workflow steps.