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High Compliance Environment Help Center

Copy a Workflow Template

To save time, copy an existing Workflow Template and edit it to create a new one.

Tip!

Need to create a similar Workflow Template in a separate project? Copy your workflow template to another project.

Before you start editing workflow templates, check with your Org Admin that you have permission to do so.

  1. Choose your project from the Project Selector at the top of the page.
  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.
  1. In the search results, select the checkbox for the template you want to copy.
  1. Click the Actions button, then click Copy.
  1. Edit the default name in the Template Name field to suit the new template's purpose.
  1. Edit the other details of the template as you need to. 
  2. Next:
  • Click the Save To Draft button, or
  • Click the Activate button to save your changes and activate the template.