Duplicating a process flow
Last updated
Last updated
If you need to create a new process flow that's similar to one that already exists, you can duplicate the existing process flow and use this as a starting point for your new design.
The duplicate option is available from process flow settings so you can copy a specific version. When a process flow is duplicated, a copy is added to your list of process flows with the same name, appended with an incremented copy number.
If you are a Patchworks partner/agency, you can duplicate process flows between different company profiles.
The status of the duplicated flow is always set to disabled.
The version of the duplicated flow is always set to draft.
Existing labels are duplicated (which means they are created automatically in the receiving company).
All shapes are copied but some shapes require reconfiguration in the receiving company - please see our Shape configuration in a duplicated process flow page.
To duplicate a process flow, follow the steps below.
Step 1 Access the process flow that you want to duplicate.
Step 2 Click the 'cog' icon to access flow settings:
Step 3 Click the ellipses that's associated with the version that you want to duplicate:
Step 4 Select the duplicate flow option:
Step 5 When prompted, click the duplicate button to confirm:
Step 6 A new process flow is added to your manage process flows page, ready for you to rename and edit as required:
A duplicated flow is created with the same name as the original, appended with an incremental number.
Step 7 Check shapes in the process flow to see if any reconfiguration is required. If a shape includes options that cannot be duplicated, it's displayed with a warning icon - for example:
