How to clone an existing workflow

Save time when you don't have to start from scratch with the ability to clone workflows

Create new workflows faster when you clone existing ones, customize them, and apply them to different event types.

For example, you may want to reuse a workflow's settings but change its messaging for a certain event type. Instead of creating a new workflow, clone an existing workflow, customize the messaging, and apply it to the event type.

 

How to clone an existing workflow

  1. From your Home page, select Workflows.
  2. Next to the workflow you want to clone, select the menu icon, then select Clone. Note: The workflow will be duplicated and you'll see (clone) added to its name.
    Clone_workflows_23MAR21.png
  3. To help you differentiate this workflow, change the Workflow name, then edit the workflow as desired and select Save.
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