When building a workflow, you might want to create one on an existing workflow. To this end, we have the ability to duplicate workflows. The "duplicated" workflow can then be edited and used as the basis for a new workflow.
The first step is to create a new blank workflow of the same type as the workflow you're duplicating. Both the Category and Type should match the workflow you intend to duplicate.
Click on 'Add' and you will be brought to the Workflow Builder screen where you can enter the properties of your workflow. Once the mandatory fields are completed, you can submit the workflow. Make sure you set the workflow to Active.
Once you have completed these fields, you will be presented with the workflow builder itself. We don't need to add any workflow steps since we'll be copying them from the original workflow. Click Cancel to go back to the workflow page.
Now, steps from another workflow can be duplicated into it. Find the blank workflow you have created and click on the Duplicate icon in the Actions column.
This will bring you to the following screen:
Choose the workflow you want to duplicate from in the "Duplicate steps from" dropdown and click Submit. This will populate your new workflow with all of the steps from the original workflow.
For further information on building workflows, click here.
Please Note: duplicating a send new form or send existing form step into a new workflow will not pull across the form selected and will be blank therefore requiring selection before using the workflow.
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