Copying a workflow flow

Use the Copy button to create a copy of a Workflow Flow that you can then modify.

  1. Navigate to Maintenance > System Administration > Toolkit > Form Studio > Workflow Flow.
  2. Enter a search term and use the Find button to search for an existing workflow.
  3. Click Edit to open the workflow.
  4. Click Copy.
  5. Specify this information:
    New Name
    Provide a name for the new Workflow Flow.
    New Description
    Provide a new description for the Workflow Flow.
  6. Click Go.
  7. Modify your copy of the flow as required. The process for modifying a workflow is similar to creating a new workflow. See Creating a custom workflow flow for more information on adding fields and values.