How to Copy a Workflow

Once you create a workflow, you can easily make a copy to create a similar workflow based on the structure you have built.

Go to the "Workflows" page and select your workflow from the Dropdown.

Click on the ( Edit ) button to reveal a drop down and select "Copy Workflow"




You will immediately be asked to create a new Workflow name as well as link it to a Detail Box Set.




Once you save your workflow with a New Name, all changes from that point forward will automatically be saved.

Updated on: 10/18/2024