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High Compliance Environment Help Center

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.

Tip!

Template copies will be saved to the Drafts tab in the Workflows module for the selected project.

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

  1. Choose the project you want to copy templates from in the Project Selector at the top of the page.
  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.
  1. Select the checkbox next to each template you want to copy.

 

  1. Click the Actions button, then click Copy to Project.
  1. Choose the project you want to copy this template to in the Project list.
  2. Click the OK button.