When a process flow is duplicated, all shapes are copied (so the structure of the flow is replicated entirely) however, some shapes must be reconfigured. Reconfiguration requirements depend on where the process flow is copied:
As a 'typical' user managing your own company profile, you can duplicate an existing process flow to use as a starting point for a new process flow, within your company. Please see Duplicating a process flow for the current company profile.
As a Patchworks partner/agency managing multiple company profiles, you can duplicate process flows between these profiles. In this case, there are a few variations to consider - please see Duplicating a process flow between different company profiles.
The table below summarises shape reconfiguration requirements when a process flow is duplicated within the current company profile.
| Shape | Reconfigure? | Notes |
|---|---|---|
When a process flow is duplicated between different company profiles, most reconfiguration requirements are consistent with those detailed above. Variations to consider when duplicating between company profiles are summarised below.
| Shape | Reconfigure? | Notes |
|---|---|---|
Existing trigger schedule and/or webhook settings are duplicated in full. Applies when copying to the same company or to a different company.
All settings (including instance and endpoint details) must be reconfigured. If connectors do not exist in the receiving company, they must be installed and instances must be added.
Existing settings (including instance and endpoint details) are duplicated in full.
Existing settings (including instance, endpoint, route names and conditions) are duplicated in full. All 'child' shapes for routes are also copied - standard reconfigure options apply to these.
Existing custom script selections are copied in full.
Existing manual payload content is copied in full.
Existing manual payload content is copied in full.
All existing mappings are copied in full. In most cases, transformations are also copied however, if a transformation requires a company-specific resource (such as a script or a cross reference lookup), these are not copied. In this case, the map shape displays a warning - you must recreate these resources in the receiving company and reconfigure the associated transformation(s).
Copy status depends on the cache type:
Company. All existing settings are copied in full.
Flow. The add to cache shape must be reconfigured with a new cache.
Flow run. The add to cache shape must be reconfigured with a new cache.
Copy status depends on the cache type:
Company cache. All existing settings are copied in full.
Flow cache. The load from cache shape must be reconfigured with a new cache.
Flow run cache. The load from cache shape must be reconfigured with a new cache.
Existing settings (including instance and endpoint details) are duplicated in full.
Existing settings (including instance and endpoint details) are duplicated in full.
Existing settings (including data pool and data path) are duplicated in full.
The required custom script must be created and deployed in the receiving company, then the script shape must be reconfigured.
All existing mappings and transformations are copied. However, if a transformation requires an item which does not exist in the receiving company (for example, a cross reference lookup, a script, or a map) then these items must be added to the company and the transformation(s) must be reconfigured.
The shape must be reconfigured with a new cache.
The shape must be reconfigured with a new cache.
The shape must be reconfigured with a new data pool and a new data path.
If you are , copying process flows between them can be very useful. In this case, the duplicate process flow procedure is slightly different.
You can only copy a process flow to companies that you have been
All shapes are copied but some shapes require reconfiguration in the receiving company - reconfiguration requirements can be different when duplicating between companies. Please see our page.
Existing are duplicated (which means they are created automatically in the receiving company).
The of the duplicated flow is always set to disabled.
The of the duplicated flow is always set to draft.
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, choose copy to other company:
Step 6 Search for the required company profile, or browse all company profiles that you manage - for example - for example:
The list of company profiles includes all profiles that you have permission to manage, and your own agency/partner profile.
Step 7 Having selected a company profile, click the duplicate button to complete this operation:
The duplicated process flow is copied into the area for the selected company profile. This may take a moment to complete and you'll see a message when the process flow is ready.
Step 8 and edit the process flow. Check all shapes to see if any is required. If a shape includes options that cannot be duplicated, it's displayed with a warning icon - for example:
For general information about agency/partner linked companies please see our .
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:
