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Copy a Workflow Template

To save time, copy an existing Workflow Template and edit it to create a new one.
  1. Choose your project from the Project Selector at the top of the page.
project selector
  1. Click Workflows in the Module Menu, then under Search, click Templates
  2. Click the tab that matches the status of the template you want to copy.
  3. Enter your search criteria and click the Search button.
Workflow Draft Search Criteria
  1. In the search results, select the checkbox for the template you want to copy.
Workflow CopyTemplate Select Template
  1. Click the Actions button, then click Copy.
Workflow CopyTemplate Action Copy
  1. Edit the default name in the Template Name field to suit the new template's purpose.
Workflow CopyTemplate Edit Name
  1. Edit the other details of the template as you need to. This information might help:
  1. Next:
  • Click the Save To Draft button, or
  • Click the Activate button to save your changes and activate the template.
Workflow Create Template Save Active Button

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