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

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.


Did this answer your question?