Copying workflows

When creating very similar workflows, you can take advantage of the quick and easy Copy button and then edit that copied instance of the workflow as needed.


Remember to rename your workflows. By default the copied workflow will adopt the name of the original workflow and will have the word (Copy) appended:

In this simple example I used the Copy button to make a copy of the PAID UK workflow, edited the relevant criteria, and then saved it with the title of PAID USA:

Hopefully, this was a simple and easy to understand example of how the Copy button can speed up the workflow creation process.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us