Duplicating workflow processes

You can use the Duplicate Process action to create a copy of an existing Workflow process, for example, if you wanted to create similar processes for different objects. After you duplicate a Workflow process, you then can modify it as needed.

Procedure

  1. Select the record from the list that you want to duplicate.
  2. Click the Duplicate Process action. The process is copied with the Enabled and Active check boxes cleared.
  3. In the Process field, type a name for the action.
  4. Optional: In the Description field, type a description.
  5. Optional: Modify the Object field.
  6. Modify canvas elements as needed, and click Save Process.


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