How Can I Duplicate or Copy Workflows?

You can duplicate or make a copy of a workflow in the same organization, or if you are part of more than one organization you can copy it and move it to another organization.

This is useful when:

  • You want to use the same workflow for different teams in different folders
  • You want to create a new workflow and use part of your existing workflow so that you don’t have to re-create it manually
  • If you’d like to use this workflow in another organization that you are a part of
  • If you’d like to replicate a workflow before making major edits to your process, therefore saving an older version of it

Users: In order to copy workflows you must be an Administrator or a Member who has been given ‘edit’ access by your Administrator.

Copy a workflow to a different folder

To duplicate a workflow in the same organization you first need to find your workflow in your Library.

Click on your workflow’s name (or click the three dots next to its name) to open the right-hand menu.

Once the menu is open on the right-hand side of the screen, click the “More options” button and then click “Copy“, as shown below.

When the copy menu opens up, you can select a folder to copy your workflow into. As soon as you click on a folder, your workflow will be copied to it. You will then receive a green flash notification at the top of your screen, to let you know that the copy has been completed.

If you don’t have a folder to copy it to, you can copy it to your library home screen.

You can now go ahead and change the name of your copied workflow and save the changes when you’re done.

Copy a workflow to another organization

If you are part of more than one organization, you can select the organization you’d like to copy the workflow to from the dropdown at the top of the copy menu.

After you’ve selected the organization, you can choose which folder to copy the workflow to, as shown below.

Note: If you would like to copy workflows from one organization to another, you will need to be an Admin of both organizations to do this.

Learn more about Getting started with workflows and Creating and managing folders.


 

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