Clone a Workflow or Form

Cloning a workflow or form offers several key benefits.

  • Saves time and effort: You can quickly create a new workflow or form based on an existing design, eliminating the need to build from scratch.
  • Supports customization: You can use the cloned version as a starting point and modify it to fit new or slightly different requirements without affecting the original.
  • Ensures consistency: Cloning maintains standardization and best practices by reusing proven structures and logic from existing workflows or forms.

Clone a Workflow

  1. Open a project.
    1. In the navigation pane, select Projects.
    2. Select the project name.
  2. In the left toolbar, select Human in the loop Human in the loop icon.
  3. In the Workflow section, point to the workflow you want to clone, click Actions icon, and then select Clone.
  4. In the Clone workflow panel:
    1. Enter a name and description for the workflow. Update the version if necessary.
    2. Click Clone.

A new workflow is created and listed in the Workflow section.

Clone a Form

  1. Open a project.
    1. In the navigation pane, select Projects.
    2. Select the project name.
  2. In the left toolbar, select Human in the loop Human in the loop icon.
  3. In the Forms section, point to the form you want to clone, click Actions icon, and then select Clone.
  4. In the Clone form panel:
    1. Enter a name and description for the form. Update the version if necessary.
    2. Click Clone.
A new form is created and listed in the Form section.