Copying a workflow

To copy a workflow complete the following steps:

1. Navigate to Configuration > Workflows.
2. Select the checkbox next to the workflow that you wish to copy.
3. Click the copy icon in the upper right.
4. Update the workflow name and enter a description.
5. Choose from one of the following:
   1. Create. This option copies the workflow and loads it in the list view.
   2. Create and Update. This option copies the workflow and opens the workflow in edit mode in the workflow builder. Simply make your desired edits to the workflow, and then select Save, Validate and Activate.

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