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 with the same name, appended with an incremented copy number.
The of the duplicated flow is always set to disabled.
The of the duplicated flow is always set to draft.
Existing 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 .
To duplicate a process flow, follow the steps below.
Step 1 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 and edit as required:
Step 7 Check shapes in the process flow to see if any is required. If a shape includes options that cannot be duplicated, it's displayed with a warning icon - for example: