Copy Workflows

How to duplicate, copy or replicate existing app templates. Also known as copying forms.

James McDonough avatar
Written by James McDonough
Updated over a week ago

Many of our customers have very similar forms/procedure templates that have a few elements that change.ย 

For example, the top section may be the same on all forms, while the middle section changes slightly.

Instead of starting fresh every time, you can quickly copy the master app template and edit the newly created clone template.

You can clone workflows by:

  1. Selecting "Workflows" from the left navigation sidebar.

  2. Find the workflow you would like to copy and click the actions dropdown on the right side.

  3. Create a copy.

  4. Edit the new copy.


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