Copy a Workflow

Owned by Stephen Young
Aug 05, 2019
  1. To copy an existing Workflow, in the Workflow menu, in the Current group, select Save As.
  2. In the Save Workflow dialog box, enter a title for the Workflow in the Title field.
  3. Enter a description in the Description field.
  4. To publish the new Workflow while creating it, enable Published Workflow.
  5. Click Save.

 

Do Not Use the Same Source for more than one workflow

When selecting Save As it is recommended that the Published Workflow checkbox is not enabled until you have made the desired changes to the new Workflow and then unpublish the original Workflow or reset its Initiator Node to a different source. Conflicts may arise when two identical Workflows compete for the same document.