Copying a Workflow

You can copy the data of an existing ION Workflow or CRM Workflow to create a new workrkflow.

To copy a workflow:

  1. Execute one of these options:
    • Click Integrations on the Navigation bar. The Integration list page is displayed. Click CRM Workflow or ION Workflow to open the corresponding Integration detail view.
      1. Click the Workflows tab.
      2. Click the Copy link of the existing workflow to copy.
    • Click the (Copy Workflow Definition) icon on the CRM or ION Workflow Definition detail view. See Using the Workflow Definition Detail View
    .
  2. Specify the name of the new workflow in the Workflow Name field,
  3. Provide a short description for the workflow, in the Workflow Description field.
  4. Select the Active and Auto Triggered options, if required. The Active and Auto Triggered check boxes must be selected for the trigger condition to be applicable whenever data content for the workflow entity is updated in CRM.
  5. Select the Lock Entity Fields check box to maintain the data until the workflow is approved or rejected. This is only applicable for ION Workflows.
  6. Click OK to generate the new workflow.
Parent topic: Integrations