Why am I seeing the error The folder listed below has been taken by another workflow?įolders can only be managed by a single Workflow. Use either a manual or automatic Workflow to copy conversations to a folder. To show in a folder, a conversation must match the criteria set in a Workflow for that folder. Click the lightning bolt on the multi-select menu and choose Remove from Folder.Ĭan I drag and drop a conversation in to a folder? To remove a conversation from a folder created with a manual Workflow, head into the folder view and select the conversation(s) you wish to remove. A conversation will only appear in the folder if it matches the criteria for the Workflow. Removing Conversations From Folders Automatic WorkflowĬonversations added to a folder using an automatic Workflow will clear out of the folder automatically. You'll see your new folder on the sidebar. You can select from everyone, just you, or specific people.Īctivate the workflow and head back to your mailbox overview page. Give the folder a name and set your visibility options. Our example is using:Ĭopy to Folder from the drop-down menu. The conditions to find the conversations you want to see in the folder. Head to Manage > Mailbox(es) > Your Mailbox > Workflows or open your mailbox and click the gear icon to open Settings and select Workflows. The example below demonstrates the settings for an automatic Workflow to copy conversations tagged with urgent to a folder named Urgent Issues. You can use either automatic or manual Workflows to create folders to organize your conversations. You'll need to create a Workflow to copy conversations to a folder. In other words, you'll never lose a conversation when you remove it from a folder. Note: Conversations that appear in a folder view have not been moved, so they remain visible in both locations. Feel free to experiment with different conditions, and give us a shout if you get stuck along the way.
You can easily keep tabs on specific topics or problems and follow them through to resolution.įolders are created via Workflows, so you can modify conditions to look for just about any conversation in your mailbox. Folders are great for sorting conversations as they roll in to Help Scout.
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