How to Duplicate a Workflow

How to Duplicate a Workflow

Duplicating a workflow is a useful feature when you want to maintain an existing workflow but need to make significant changes, or when you want to use the workflow as a starting point for a new automation. For example, if you have a workflow triggered by form submissions and you want to apply the same setup to other forms, duplicating the workflow will allow you to do so efficiently by editing the necessary filters and actions.

Step 1: Duplicate the Workflow

1. Go to Automation > Workflows.

2. Click the three dots next to the workflow title you want to duplicate.

3. Select Duplicate Workflow.

Step 2: Edit the Duplicated Workflow

1. Rename the duplicated workflow if needed, then click Create.

2. Make the necessary edits to the new workflow and save your changes.

3. Don’t forget to publish the workflow to activate it.

FAQs

Q1: How do I duplicate a workflow?
Navigate to Automation > Workflows, click on the three dots next to the workflow title, and choose Duplicate Workflow.

Q2: Can I change the name of the duplicated workflow?
Yes, you can rename the duplicated workflow during the duplication process.

Q3: Do I need to publish the duplicated workflow before using it?
Yes, you must publish the workflow to ensure it runs as intended.

Q4: Can I duplicate workflows that already have triggers and actions set up?
Yes, when you duplicate a workflow, all existing triggers and actions are copied, allowing you to modify them as needed.

Q5: Is there a limit to how many workflows I can duplicate?
There is generally no limit to duplicating workflows, but managing a large number of them may require careful organization.