Overview
Cloning a Workflow Automation is a simple and faster way to configure similar Workflows.
Clone a Workflow
- Click the CRM menu.
- Click the Workflow Automation menu option.
The Show Workflow Automation page will open.
- Click the drop-down in the Action column.
- Click the Clone option.
A modal window will open, this window is confirming that you want to clone this Workflow Automation.
- Click the Clone button.
The Workflow Automation will be cloned and the cloned workflow settings page will open.
- The Workflow settings page will read the name of the workflow that was cloned followed by -Clone.
Below the image shows the name of the cloned workflow as Workflow Test -Clone. The original Workflow was titled Workflow Test.
- You can change the name of the cloned workflow in the Name field of the Workflow General Settings section.