In this article, you will learn how to duplicate a workflow.
Duplicating a workflow is a helpful feature when you want to either preserve an old workflow but make significant changes or use a workflow as a foundation for a brand new automation.
As an example, if you have a workflow with a Form Submitted trigger and action steps, and you want to use this same setup for other forms you created, duplicating a workflow will allow you to use the setup you have and edit the filter and actions as needed.
Step 1: Copy the workflow
Go to Automation >Workflows
Click on the 3 dots next to the title of the workflow
Click on Duplicate Workflow
Step 2: Edit the Copy Workflow
Edit, if needed, the workflow name you will be duplicating and click on Create.
Edit the new workflow as needed and save.
Don’t forget to publish it before using it.
FAQs
1. How do I duplicate a workflow?
Navigate to Automation> Workflows, click on the three dots next to the workflow title, and select “Duplicate Workflow.”
2. Can I change the name of the duplicated workflow?
Yes, you can edit the name of the duplicated workflow during the duplication process.
3. Do I need to publish the duplicated workflow before using it?
Yes, you must publish the new workflow to activate it and ensure it runs as intended.
4. Can I duplicate workflows with triggers and actions already set up?
Yes, duplicating a workflow will copy all existing triggers and actions, allowing you to modify them as needed.
5. Is there a limit to how many workflows I can duplicate?
There is generally no limit to the number of workflows you can duplicate, but keep in mind that managing a large number of workflows may require careful organization.