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Copy a Workflow Template to another project

Save time by copying Workflow Templates from one project to another.

Copying Workflow Templates can make life easier, but keep in mind you’ll need to add attributes and participants to the copied templates.

  1. Choose the project you want to copy templates from in the Project Selector at the top of the page.
Project selector
  1. Click Workflows on the Module Menu, and then under Search, click Templates
  2. Click the tab that reflects the status of the template you want to copy — Active, Drafts or Inactive.
  3. Enter search criteria and click the Search button.
Workflow Draft Search Criteria
  1. Select the checkbox next to each template you want to copy.
Workflow CopyTemplate Select Template
  1. Click the Actions button, then click Copy to Project.
Workflow CopyTemplate Action Copy To Project
  1. Choose the project you want to copy this template to in the Project list.
  2. Click the OK button.
Workflow CopyTemplate Confirm Dialog

A message confirms that the template was successfully copied to the selected project.

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