Skip to main content

How to Move and Copy Actions in the Workflow Builder

This article explains how to move or copy single actions or entire action blocks within or between workflows using the Kyrios Workflow Builder.

Updated over 3 months ago

Who This Is For / When to Use

This article is for Kyrios users building or maintaining workflows who want to reorder steps, reuse existing actions, or transfer logic between workflows without rebuilding actions from scratch.

How to Open a Workflow for Editing

You can move or copy actions only from inside the Workflow Builder.

To open a workflow:

  1. Go to Automation in the left navigation.

  2. Select Workflows.

  3. Click Create Workflow to build a new workflow, or open an existing workflow and select Edit Workflow from the three-dot menu.

How to Move a Single Action

A single workflow action can be repositioned without deleting or recreating it.

To move one action:

  1. Open the workflow in the Builder tab.

  2. Locate the action you want to move.

  3. Click the three-dot menu (⋯) on the action.

  4. Select MoveMove Action.

  5. Click Move Here at the desired location.

  6. Save the workflow.

How to Move Multiple Actions at Once

Multiple actions can be moved together as a single block.

To move an action and all actions below it:

  1. Open the workflow in the Builder tab.

  2. Click the three-dot menu (⋯) on the starting action.

  3. Select MoveMove All Actions From Here.

  4. Review the available Move Here positions.

  5. Click Move Here where the block should be placed.

  6. Save the workflow.

Understanding “Move Here” and Restricted Areas

Only valid workflow positions can accept moved actions.

When moving actions:

  • Move Here appears only in allowed locations.

  • Not Allowed appears when the action cannot be placed in that position.

  • Actions cannot be inserted into incompatible branches or invalid logic paths.

How Moving If/Else Actions Works

If/Else actions always move with their full logic tree.

When an If/Else action is moved:

  • All actions below it move together.

  • Both Yes and None branches move as a unit.

  • Conditions may need adjustment after repositioning to maintain correct logic.

How to Copy Workflow Actions

Workflow actions can be copied and reused within the same workflow or across different workflows.

To copy actions:

  1. Open the source workflow.

  2. Click the three-dot menu (⋯) on an action.

  3. Select Copy Action or Copy All Actions From Here.

  4. Navigate to the destination workflow.

  5. Use the Paste icon next to the + button or select Paste Below from an action menu.

  6. Review and save the workflow.

Clipboard Behavior When Copying Actions

Copied actions are temporarily stored for reuse.

Clipboard rules:

  • Copied actions remain available for 15 minutes.

  • Actions can be pasted multiple times during that period.

  • Copying works only within the same Kyrios sub-account.

Common Issues and Fixes

I do not see “Move Here” where I want to place an action

This happens when the location is not valid for that action type.

Fix: Move the action to a compatible section of the workflow or adjust branching logic before moving.

My If/Else logic no longer makes sense after moving

Moving an If/Else action preserves structure but not logic intent.

Fix: Edit the condition rules after moving to ensure the workflow still evaluates correctly.

I cannot paste actions into another workflow

Copying actions is restricted to the same sub-account.

Fix: Confirm both workflows belong to the same Kyrios sub-account and that the clipboard window has not expired.

Did this answer your question?