# Advanced Builder for Workflows > Learn how to use GHL Customer Care’s Advanced Workflow Builder. Build on a freeform canvas with multiple trigger paths, parallel branches, sticky notes, and shortcuts. - Source: https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/advanced-builder-for-workflows - Section: Workflows / Workflow Builder - Reading time: 6 min - Images: 15, each explained below --- Building and optimizing workflows just became faster and more collaborative. The Advanced Builder UI/UX Upgrades introduce a cleaner Stats Mode, image-ready Sticky Notes, inline Workflow Comments, and a right-click Quick Actions menu—everything you need to plan, document, and iterate without leaving the canvas. --- --- **TABLE OF CONTENTS** - [What is the Advanced Builder in Workflows?](#what-is-the-advanced-builder-in-workflows) - [Access & Requirements](#access-and-requirements) - [The Canvas](#the-canvas) - [Go-To connections for Triggers & Delinked Nodes (Parallel branches)](#go-to-connections-for-triggers-and-delinked-nodes-parallel-branches) - [Delinked nodes (independent/parallel branches)](#delinked-nodes-independent-parallel-branches) - [Enable / Disable Nodes](#enable-disable-nodes) - [Sticky Notes & Color Coding](#sticky-notes-and-color-coding) - [Keyboard Shortcuts & Power Navigation](#keyboard-shortcuts-and-power-navigation) - [Tidy Up (Auto-layout)](#tidy-up-auto-layout) - [Workflow Switcher](#workflow-switcher) - [Notes, Limits & Best Practices](#notes-limits-and-best-practices) --- ## **What is the Advanced Builder in Workflows?** The Advanced Builder is a fully visual, freeform canvas for building automations. Drag, drop, and connect multiple trigger paths, parallel branches, and complex logic in one view—without changing how workflows execute. It’s designed for flexibility, performance, and collaboration. Bulk Selection Tools add context-aware actions—Enable/Disable, Format Selection, and Add Sticky Note. By acting on many nodes at once you can refactor branches, declutter spacing, and annotate logic in seconds—ideal for very large workflows. This upgrade comprises four enhancements within the GHL Customer Care Workflow Builder: Stats Mode, Sticky Notes 2.0, Workflow Comments, and Right-Click Quick Actions. Together, they streamline performance reviews, team collaboration, and day-to-day editing, all while keeping your workspace visually organized. --- ## **Access & Requirements** - **Where:** Open any workflow → toggle to **Advanced Builder** (top-left). - **Switching views:** You can toggle between **Standard** and **Advanced** on the same workflow. (See **Additional Notes** below for Advanced-only features.) **Workflow name display:** Long workflow names in the builder header truncate with an ellipsis (…). Hover the name to view the full workflow title. ![Access & Requirements (image 1 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155059091928/original/g9xV1gW00pqV9v6MUOC1DpzdE4PU5_0o3w.gif) **Access & Requirements (image 1 of 15)** This animation appears in the "Access & Requirements" section of "Advanced Builder for Workflows". The text alongside this image reads: Workflow name display: Long workflow names in the builder header truncate with an ellipsis (…). Hover the name to view the full workflow title. Immediately after, the guide continues: Stats View helps you review trigger enrollment activity and communication-action performance without leaving the Workflow Builder. - What this covers: Workflow name display: Long workflow names in the builder header truncate with an ellipsis (…). Hover the name to view the full workflow title. - Controls: Advanced Builder, Standard, Advanced, Additional Notes - Next: Stats View helps you review trigger enrollment activity and communication-action performance without leaving the Workflow Builder. Full procedure: 1. Where: Open any workflow → toggle to Advanced Builder (top-left). 2. Switching views: You can toggle between Standard and Advanced on the same workflow. (See Additional Notes below for Advanced-only features.) --- ## **Stats View** Stats View helps you review trigger enrollment activity and communication-action performance without leaving the Workflow Builder.  To use Stats View:  1\. Open a workflow in the Advanced Builder.  2\. Open Stats Mode.  3\. Select a trigger or one of its displayed statistics.  4\. Review the attempted, matched, and unmatched enrollment results. ![Stats View (image 2 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155076677185/original/JVfuhVn41VeAXURlhr6vgP0p69mNKwWgug.png) **Stats View (image 2 of 15)** This screenshot appears in the "Stats View" section of "Advanced Builder for Workflows". The text alongside this image reads: 4. Review the attempted, matched, and unmatched enrollment results. - What this covers: 4. Review the attempted, matched, and unmatched enrollment results. For workflow triggers, Stats View displays: **Attempted**: Contacts evaluated by the trigger. **Matched**: Contacts that met the trigger conditions. **Unmatched**: Contacts that did not meet the trigger conditions. ![Stats View (image 3 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155076676939/original/iryJCqCZTBHz64Ymx6MCANVvlcKWbWCtvw.gif) **Stats View (image 3 of 15)** This animation appears in the "Stats View" section of "Advanced Builder for Workflows". For context, this section explains: Stats View helps you review trigger enrollment activity and communication-action performance without leaving the Workflow Builder. Immediately after, the guide continues: Click a trigger statistic to open its detailed view. You can review contact-level results, search for a specific contact, and investigate why contacts did not match. - Next: Click a trigger statistic to open its detailed view. You can review contact-level results, search for a specific contact, and investigate why contacts did not match. Click a trigger statistic to open its detailed view. You can review contact-level results, search for a specific contact, and investigate why contacts did not match. For communication actions, Stats View displays the available delivery and engagement statistics for that action. Click a statistic to open its detailed report. ![Stats View (image 4 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155076675829/original/IuY1sQN1fo6nTS01f_BMvAEK4WpB0Mx7Ew.png) **Stats View (image 4 of 15)** This screenshot appears in the "Stats View" section of "Advanced Builder for Workflows". The text alongside this image reads: For communication actions, Stats View displays the available delivery and engagement statistics for that action. Click a statistic to open its detailed report. Immediately after, the guide continues: For tips on analyzing workflow performance, explore How to Analyze Workflow Campaigns. Stats are also available at the workflow level in the Workflow List Click the expand arrow under Stats. - What to click: For communication actions, Stats View displays the available delivery and engagement statistics for that action. Click a statistic to open its detailed report. - Next: For tips on analyzing workflow performance, explore How to Analyze Workflow Campaigns. Stats are also available at the workflow level in the Workflow List Click the expand arrow under Stats. For tips on analyzing workflow performance, explore [How to Analyze Workflow Campaigns](https://docs.ghlcustomercare.com/docs/marketing/workflow-email-action/how-to-analyze-workflow-campaigns). Stats are also available at the workflow level in the Workflow List Click the expand arrow under Stats. ![Stats View (image 5 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155039915452/original/9rcKt_uTXnQ_WVrfXVHUnUyXksG_8oR64w.png) **Stats View (image 5 of 15)** This screenshot appears in the "Stats View" section of "Advanced Builder for Workflows". The text alongside this image reads: For tips on analyzing workflow performance, explore How to Analyze Workflow Campaigns. Stats are also available at the workflow level in the Workflow List Click the expand arrow under Stats. Immediately after, the guide continues: Note that if a communication action was in the workflow, and used, and then deleted, the stats will still be saved in the workflow. You cannot edit a workflow while Stats View is active. Trigger Stats includes data from the last 30 days…. - What to click: For tips on analyzing workflow performance, explore How to Analyze Workflow Campaigns. Stats are also available at the workflow level in the Workflow List Click the expand arrow under Stats. - Next: Note that if a communication action was in the workflow, and used, and then deleted, the stats will still be saved in the workflow. You cannot edit a workflow while Stats View is active. Trigger Stats includes data from the last 30 days. For complete Trigger Stats instructions, see Workflow Trigger Narration and Statistics. Note that if a communication action was in the workflow, and used, and then deleted, the stats will still be saved in the workflow. You cannot edit a workflow while Stats View is active. Trigger Stats includes data from the last 30 days. For complete Trigger Stats instructions, see [Workflow Trigger Narration and Statistics](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/workflow-trigger-narration-and-statistics). --- ## **The Canvas** **Add & connect steps** - Open the **Triggers & Actions** panel. - Configure from the panel **or** drag items directly onto the canvas. - Connect nodes by dragging from the connector handle (or the **+**icon). ![Step 3 of 3: Connect nodes by dragging from the connector handle (or the + icon)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055989412/original/neH1lwsEiNitnKprmoJTFVi9jfqESgVFFw.gif) **Step 3 of 3: Connect nodes by dragging from the connector handle (or the + icon)** This animation accompanies step 3 of 3 in the "The Canvas" section of "Advanced Builder for Workflows". At this point in the walkthrough you connect nodes by dragging from the connector handle (or the + icon). - What this covers: Connect nodes by dragging from the connector handle (or the + icon). - Controls: +, Add & connect steps, Triggers & Actions, or Full procedure: 1. Open the Triggers & Actions panel. 2. Configure from the panel or drag items directly onto the canvas. 3. Connect nodes by dragging from the connector handle (or the + icon). <- this image ### **Auto-connect steps (drag and drop)** When you drag a trigger or action from the Triggers & Actions panel (sidebar) onto the canvas, it can auto-connect based on where you drop it: - Extend a branch: Drop the step on the last node in a branch to add it to the end. - Insert between steps: Drop the step between two connected nodes to insert it in the middle. ![Auto-connect steps (drag and drop) (image 7 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155067225359/original/7dBST391yMsPbyKqWGs2l9_I7Go3Rr146A.gif) **Auto-connect steps (drag and drop) (image 7 of 15)** This animation appears in the "Auto-connect steps (drag and drop)" section of "Advanced Builder for Workflows". The text alongside this image reads: Extend a branch: Drop the step on the last node in a branch to add it to the end. Insert between steps: Drop the step between two connected nodes to insert it in the middle. Immediately after, the guide continues: Multi-select (marquee/Shift-drag) to move blocks of nodes. Copy/paste branches across workflows to reuse patterns Configure and save the new step after dropping it onto the canvas. Unconfigured actions will not run. Workflows do not…. - What this covers: Extend a branch: Drop the step on the last node in a branch to add it to the end. Insert between steps: Drop the step between two connected nodes to insert it in the middle. - Controls: Important, across workflows - Next: Multi-select (marquee/Shift-drag) to move blocks of nodes. Copy/paste branches across workflows to reuse patterns Configure and save the new step after dropping it onto the canvas. Unconfigured actions will not run. Workflows do not execute incomplete (unconfigured) actions. Full procedure: 1. Extend a branch: Drop the step on the last node in a branch to add it to the end. 2. Insert between steps: Drop the step between two connected nodes to insert it in the middle. **Important** - Multi-select (marquee/Shift-drag) to move blocks of nodes. - Copy/paste branches **across workflows** to reuse patterns - Configure and save the new step after dropping it onto the canvas. - Unconfigured actions will not run. Workflows do not execute incomplete (unconfigured) actions. --- ## **Go-To connections for Triggers & Delinked Nodes (Parallel branches)** Trigger Go-To (set each trigger’s starting action) Route a trigger to the **exact action** where it should start. - **Connect it:** Drag the trigger’s **Go-To** connector onto a target action. - **How it looks:** Trigger Go-To connections are shown as a **dashed line with an arrowhead** (normal sequential links remain **solid**). - **Execution Behavior:** When the trigger fires, the workflow **jumps directly** to the target action and continues from there. ![Go-To connections for Triggers & Delinked Nodes (Parallel branches) (image 8 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155069380101/original/nIFVEOUuPvWiIu47LrwtYX55qvbXqcSBbQ.jpeg) **Go-To connections for Triggers & Delinked Nodes (Parallel branches) (image 8 of 15)** This screenshot appears in the "Go-To connections for Triggers & Delinked Nodes (Parallel branches)" section of "Advanced Builder for Workflows". The text alongside this image reads: Connect it: Drag the trigger’s Go-To connector onto a target action. How it looks: Trigger Go-To connections are shown as a dashed line with an arrowhead (normal sequential links remain solid). Execution Behavior: When the trigger fires, the workflow jumps directly to the target action and…. Immediately after, the guide continues: Note: For more information do visit, Go-To Connections for Triggers: Advanced Builder Workflow. - What this covers: Connect it: Drag the trigger’s Go-To connector onto a target action. How it looks: Trigger Go-To connections are shown as a dashed line with an arrowhead (normal sequential links remain solid). Execution Behavior: When the trigger fires, the workflow jumps directly to the target action and continues from there. - Controls: exact action, Go-To, dashed line with an arrowhead, solid, jumps directly, Note - Next: Note: For more information do visit, Go-To Connections for Triggers: Advanced Builder Workflow Full procedure: 1. Connect it: Drag the trigger’s Go-To connector onto a target action. 2. How it looks: Trigger Go-To connections are shown as a dashed line with an arrowhead (normal sequential links remain solid). 3. Execution Behavior: When the trigger fires, the workflow jumps directly to the target action and continues from there. **Note**: For more information do visit, [Go-To Connections for Triggers: Advanced Builder Workflow](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/go-to-connections-for-triggers-advanced-builder-workflow) --- ## **Delinked nodes (independent/parallel branches)** Create branches that don’t need to connect linearly—great for handling multiple triggers or outcomes in one canvas. - Build an **independent cluster** of actions anywhere. - Attach a trigger via **Go-To connection** to start on that branch. - Each branch runs **independently** within the same workflow context. ![Delinked branch example](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055755867/original/x7qC1lGEGE-dcEXb3gKSm1t-XB6tFBK3Lg.jpeg) **Delinked nodes (independent/parallel branches) (image 9 of 15)** This screenshot appears in the "Delinked nodes (independent/parallel branches)" section of "Advanced Builder for Workflows". The text alongside this image reads: Build an independent cluster of actions anywhere. Attach a trigger via Go-To connection to start on that branch. Each branch runs independently within the same workflow context. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Solid connector → normal sequential path Dashed connector with arrow → Trigger Go-To (jump to target action) Isolated cluster → Delinked branch. - What this covers: Build an independent cluster of actions anywhere. Attach a trigger via Go-To connection to start on that branch. Each branch runs independently within the same workflow context. - Fields: Solid connector → normal sequential path, Isolated cluster → Delinked branch - Controls: independent cluster, Go-To connection, independently, Visual cues (at a glance), Solid connector, Dashed connector with arrow, Trigger Go-To, Isolated cluster, Delinked - Next: Solid connector → normal sequential path Dashed connector with arrow → Trigger Go-To (jump to target action) Isolated cluster → Delinked branch Full procedure: 1. Build an independent cluster of actions anywhere. 2. Attach a trigger via Go-To connection to start on that branch. 3. Each branch runs independently within the same workflow context. **Visual cues (at a glance)** - **Solid connector** → normal sequential path - **Dashed connector with arrow** → **Trigger Go-To** (jump to target action) - **Isolated cluster** → **Delinked** branch ## **Default Path for Parallel Branches (Advanced Builder)** In Advanced Builder workflows with multiple parallel branches, you can choose the Default Path. The Default Path controls which branch contacts enter when: \- you run a workflow test, or \- a contact enters this workflow from another workflow. **How it works** \- The root node is labeled Default Path. \- On the first node/action in each branch, click the branch icon to set that branch as the Default Path. \- After you set a Default Path, workflow tests and contacts entering from another workflow follow that branch. **Visual indicators** \- A solid trigger connector means the branch is the Default Path. \- A dashed trigger connector means the branch is reached through a Go To connector and is not the default path. **How to set the Default Path** 1\. Open a workflow with multiple parallel branches in Advanced Builder. 2\. On the first action of the branch you want to use, click the branch icon. 3\. Set that branch as the Default Path. 4\. Run a workflow test or enroll a contact from another workflow to validate the path. **Example** If your workflow has multiple reminder branches, set one branch as the Default Path so your test contact enters that reminder branch first. --- ## **Enable / Disable Nodes** Turn any action/condition **off** for testing—without deleting or rewiring. - **Disable:** Hover a node → click **pause**. - **Enable:** Hover again → click **play**. - **Execution:** Disabled nodes are **skipped**; connections remain intact. ![Enable / Disable Nodes (image 10 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155069380308/original/pIAzyiTju06bN5sLZiyBuWJjv48rI_8vQQ.gif) **Enable / Disable Nodes (image 10 of 15)** This animation appears in the "Enable / Disable Nodes" section of "Advanced Builder for Workflows". The text alongside this image reads: Disable: Hover a node → click pause. Enable: Hover again → click play. Execution: Disabled nodes are skipped; connections remain intact. Immediately after, the guide continues: Use notes to explain logic for teammates and future you. - What to click: Disable: Hover a node → click pause. Enable: Hover again → click play. Execution: Disabled nodes are skipped; connections remain intact. - Controls: off, pause, play, skipped - Next: Use notes to explain logic for teammates and future you. Full procedure: 1. Disable: Hover a node → click pause. 2. Enable: Hover again → click play. 3. Execution: Disabled nodes are skipped; connections remain intact. --- ## **Sticky Notes & Color Coding** Use notes to explain logic for teammates and future you. - Add a note from the **left sidebar**. - Choose color/style, then enter text. - Notes support **images and links**. ![Sticky Notes & Color Coding (image 11 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055990171/original/lWesgzRmMXSAmj5Roh_xnlzy2AwJRdhL0w.png) **Sticky Notes & Color Coding (image 11 of 15)** This screenshot appears in the "Sticky Notes & Color Coding" section of "Advanced Builder for Workflows". The text alongside this image reads: Add a note from the left sidebar. Choose color/style, then enter text. Notes support images and links. Immediately after, the guide continues: Open the keyboard icon (top-left) for the full list—Navigation, Tools, View, and Edit. - Where to go: Add a note from the left sidebar. Choose color/style, then enter text. Notes support images and links. - Controls: left sidebar, images and links - Next: Open the keyboard icon (top-left) for the full list—Navigation, Tools, View, and Edit. Full procedure: 1. Add a note from the left sidebar. 2. Choose color/style, then enter text. 3. Notes support images and links. --- ## **Keyboard Shortcuts & Power Navigation** Open the keyboard icon (top-left) for the full list—Navigation, Tools, View, and Edit. ![Keyboard shortcuts](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055755866/original/jS5kgFi-XYcAbSG8fqWuNvljI1kIzG0Nmg.jpeg) **Keyboard Shortcuts & Power Navigation (image 12 of 15)** This screenshot appears in the "Keyboard Shortcuts & Power Navigation" section of "Advanced Builder for Workflows". The text alongside this image reads: Open the keyboard icon (top-left) for the full list—Navigation, Tools, View, and Edit. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Arrow keys to move selection Cmd/Ctrl + C / V for copy/paste Next/Previous action buttons for fast traversa. - Where to go: Open the keyboard icon (top-left) for the full list—Navigation, Tools, View, and Edit. - Fields: Arrow keys to move selection, Cmd/Ctrl + C / V for copy/paste, Next/Previous action buttons for fast traversa - Controls: Examples, Note - Next: Arrow keys to move selection Cmd/Ctrl + C / V for copy/paste Next/Previous action buttons for fast traversa Full procedure: 1. Arrow keys to move selection 2. Cmd/Ctrl + C / V for copy/paste 3. Next/Previous action buttons for fast traversa **Examples** - Arrow keys to move selection - Cmd/Ctrl + C / V for copy/paste - Next/Previous action buttons for fast traversa **Note**: For more do visit, [Keyboard Shortcuts in Workflow Builder](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/keyboard-shortcuts-in-workflow-builder) --- ## **Tidy Up (Auto-layout)** One click to clean up cluttered canvases—great after heavy edits or imports. ![Tidy Up (Auto-layout) (image 13 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055755927/original/2O9bzUQHsnEsu9mogf3zDITWB85uRtVdaA.gif) **Tidy Up (Auto-layout) (image 13 of 15)** This animation appears in the "Tidy Up (Auto-layout)" section of "Advanced Builder for Workflows". The text alongside this image reads: One click to clean up cluttered canvases—great after heavy edits or imports. Immediately after, the guide continues: Navigate between workflows without leaving the builder. - What to click: One click to clean up cluttered canvases—great after heavy edits or imports. - Next: Navigate between workflows without leaving the builder. --- ## **Workflow Switcher** Navigate between workflows **without leaving the builder**. - Open the **Workflow Switcher** (left sidebar). - See recent workflows or **search** by name/tag. - Clicking a result opens it in a **new tab**—your current canvas stays open. ![Switcher entry point](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055755871/original/Dho5NNvnSv5K45y8vi4bKnclX5f8umMTFg.jpeg) **Workflow Switcher (image 14 of 15)** This screenshot appears in the "Workflow Switcher" section of "Advanced Builder for Workflows". The text alongside this image reads: Open the Workflow Switcher (left sidebar). See recent workflows or search by name/tag. Clicking a result opens it in a new tab —your current canvas stays open. Immediately after, the guide continues: Single enrollment per contact. Even with parallel branches, the same contact won’t run concurrently through multiple branches of the same workflow. Switching to Standard Builder: Remove Advanced-only features (Trigger Go-To, Delinked…. - Where to go: Open the Workflow Switcher (left sidebar). See recent workflows or search by name/tag. Clicking a result opens it in a new tab —your current canvas stays open. - Controls: without leaving the builder, Workflow Switcher, search, new tab - Next: Single enrollment per contact. Even with parallel branches, the same contact won’t run concurrently through multiple branches of the same workflow. Switching to Standard Builder: Remove Advanced-only features (Trigger Go-To, Delinked nodes, Disabled nodes) before switching back. Organize early: Use color-coded notes and Tidy Up to keep complex maps readable. Name clearly: Give triggers/actions descriptive names (this helps in both canvas and Version History). Full procedure: 1. Open the Workflow Switcher (left sidebar). 2. See recent workflows or search by name/tag. 3. Clicking a result opens it in a new tab —your current canvas stays open. ![Switcher panel](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055755872/original/hA5bo8dIsuJMnwdxwSCqHYcre8I8CE4pAA.jpeg) **Workflow Switcher (image 15 of 15)** This screenshot appears in the "Workflow Switcher" section of "Advanced Builder for Workflows". The text alongside this image reads: Open the Workflow Switcher (left sidebar). See recent workflows or search by name/tag. Clicking a result opens it in a new tab —your current canvas stays open. Immediately after, the guide continues: Single enrollment per contact. Even with parallel branches, the same contact won’t run concurrently through multiple branches of the same workflow. Switching to Standard Builder: Remove Advanced-only features (Trigger Go-To, Delinked…. - Where to go: Open the Workflow Switcher (left sidebar). See recent workflows or search by name/tag. Clicking a result opens it in a new tab —your current canvas stays open. - Controls: without leaving the builder, Workflow Switcher, search, new tab - Next: Single enrollment per contact. Even with parallel branches, the same contact won’t run concurrently through multiple branches of the same workflow. Switching to Standard Builder: Remove Advanced-only features (Trigger Go-To, Delinked nodes, Disabled nodes) before switching back. Organize early: Use color-coded notes and Tidy Up to keep complex maps readable. Name clearly: Give triggers/actions descriptive names (this helps in both canvas and Version History). Full procedure: 1. Open the Workflow Switcher (left sidebar). 2. See recent workflows or search by name/tag. 3. Clicking a result opens it in a new tab —your current canvas stays open. > [](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-builder-walkthrough) --- ## **Notes, Limits & Best Practices** - **Single enrollment per contact.** Even with parallel branches, the same contact won’t run **concurrently** through multiple branches of the same workflow. - **Switching to Standard Builder:** Remove Advanced-only features (**Trigger Go-To**, **Delinked nodes**, **Disabled nodes**) before switching back. - **Organize early:** Use color-coded notes and **Tidy Up** to keep complex maps readable. - **Name clearly:** Give triggers/actions descriptive names (this helps in both canvas and Version History).[](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-builder-walkthrough) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com