Release Notes

Optional Steps in Custom Workflows

Learn how to make file upload or text input steps optional in custom workflows, giving users flexibility to skip inputs and use embedded content automatically.

Release Date
Dec 2, 2025
Categories
Workflows
Availability
Automatically available to all users after general availability

What's New

Workflow builders can now mark response or file-upload steps as optional and assign default text or files that will be used automatically when a user skips those steps.

This update gives teams more flexibility in workflow design and creates a smoother end-user experience. Builders can save time by reusing embedded templates and maintain consistency by automatically inserting approved examples.

Image of inputting default free form text in workflow builder

Why it Matters

By leveraging optional workflow steps, teams can speed up usage, make it easier to run workflows, and better control consistency across workflows.

How to Use

To learn how to make a workflow step optional, refer to Step 1: User Inputs in our Getting Started with the Workflow Builder.