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