How-To: Duplicate A Workflow

Overview​

Sometimes, you'll want to re-use the existing components of a Workflow with only a few slight changes. In these cases, duplication will allow you to avoid the hassle of manually repeating an existing configuration. This how to guide will walk you through the steps to duplicate a Workflow.

Steps​

Step 1 - Navigate to the Workflow​

1. Navigate to the Alli Client where your Workflow lives.

2. Click Workflows in the side navigation, beneath Actions

3. On the workflow in question, click the 3-dot menu to the far right

4. Click Duplicate.

You've now successfully duplicated the Workflow and can see it in the Workflows list.

Step 2 - Edit the Duplicate​

While the Workflow has been successfully duplicated, it is only differentiated from the original by random digits appended to the end of the name. We recommend making a few adjustments before moving on.

1. Click on the new Workflow's name to open it.

2. Decide on a new Workflow name.

3. Make any other minor tweaks to the Tasks you want.

4. Click Save.