[Video] How to Duplicate or Copy a Workflow

Jan//Apprezo
Written by Jan//ApprezoLast updated 1 year ago

How to Duplicate or Copy a Workflow

Duplicating or cloning a Workflow can be a huge time-saver when you need to create a new Workflow similar to one you’ve already set up. If you have a pre-existing Workflow and want to build another with a comparable setup, you can simply clone the original Workflow and make minor adjustments. This eliminates the need to start from scratch, helping you work more efficiently.

Steps to Duplicate a Workflow:

Step 1: Navigate to the Workflows section.

Step 2: Locate the Workflow you wish to clone and click the Clone/Copy icon on the right side.

Step 3: Name the New Workflow.

  • A pop-up window will appear where you can name the cloned Workflow.

  • Click Create to complete the cloning process.

Step 4: Edit the Newly Cloned Workflow.

  • Click into the cloned Workflow to begin editing or customizing it as needed.


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