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Give the current Workflow run a custom name so it is easier to find in run history. Use fixed text, information from the trigger, or variables from earlier actions to create a meaningful name for every run. For example, a customer onboarding Workflow could name each run Onboarding - Acme, where Acme comes from the customer name in the trigger.
1

Add the action

In the Workflow builder, click + where you want to rename the run, then select Rename Workflow Run from the action library.
2

Set the run name

In Run Name, enter the text you want to use. Press # to add variables from the trigger or earlier actions.For example, combine Follow-up - with a company name variable to create names such as Follow-up - Acme.
Extract Information action added to the Workflow
3

Run the Workflow

When the action runs, Cassidy updates the name shown for that run. Open the Workflow’s run history to find the run by its new name.

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Things to know

  • Run names can contain up to 1,000 characters. Cassidy shortens longer names automatically.
  • If Run Name is empty after the variables are filled in, Cassidy removes the run’s custom name.
  • If the Workflow renames the same run more than once, the most recent completed rename becomes the displayed name.
Avoid placing Rename Workflow Run inside a Loop when you need a predictable final name. Loop items can run at the same time, so any item may finish last and determine the run name. Place the action after the Loop instead.