Copying a workflow can streamline setup when you need to replicate configuration, approval paths, and automations across applications.
While there’s no direct “Copy Workflow” button, one effective workaround is to duplicate the entire application and then move the required workflow into your target application.
Before You Begin
You must have Build - Edit permissions for both the original and destination applications.
Identify the application containing the workflow you want to copy.
Identify (or create) the destination application where the copied workflow will reside.
Steps to Copy a Workflow
1. Copy the Original Application with the Workflow to Copy
Navigate to the Application Canvas containing the Workflow you want to Copy
Open the side panel for the Application
Select Copy Application.
Click to Copy with the dialog modal that opens.
Wait for the process to complete. The newly created Application will open.
2. Move the Workflow to the Destination Application
Open the newly copied application.
Click on the background of the Workflow to open the side panel for that Workflow. (Note: This is now the newly copied Workflow that is an exact replica of the Workflow you wanted to copy).
Select Move Workflow in the side panel
Choose your target application and click Move.
(Optional) Delete the intermediate copied application if it’s no longer needed.
Frequently Asked Questions
Q: Can I copy just a single step instead of the entire workflow?
A: At this time, individual steps can only be duplicated within the same workflow; copying a step across workflows requires reconfiguration.
Q: What happens if I move a workflow with active records?
A: The workflow configuration moves, but records stay behind. You’ll need to export/import records separately if you need them in the new application.
Q: Is there a limit to how many times I can copy an application?
A: There’s no hard limit to draft applications, but excessive copies may clutter your environment. Consider deleting unused copies routinely.