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. Click Integrations on the Navigation bar. The Integration list page is displayed.
  2. Click CRM Workflow or ION Workflow to access the corresponding Integration Detail view.
    1. Click the Workflows tab.
    2. Click the Copy link of the existing workflow to copy.
    Note: To copy the workflow, you can also click the Copy Workflow Definition icon in the CRM or ION Workflow Definition Detail view. See Using the Workflow Definition detail view
  3. Specify the name of the new workflow in the Name field.
  4. Specify a short description for the workflow, in the Description field.
  5. Click the Entity drop-down and select the entity that applies to the workflow.
  6. 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.
  7. 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.
  8. Click OK to save the new workflow.