How to copy an entire Step to speed up Workflow creation?
A Step and its configuration can be copied within a Workflow. This can dramatically reduce the time to set up a Workflow if the Steps share a common organization.
1. On the Workflow Canvas, right-click on the Step and click Copy Step.
2. Right-click on the Workflow where you would like to place the Step and click Paste Step into Workflow. Note that Steps can only be copied within the same Workflow.
3. You will be able to see a copy of the Step in the Workflow.
4. To rename the newly copied Step, right-click the Step and click Edit Step Settings. Rename the name (in this example, the Step has been renamed Review Repository) and provide access to the Step through the User Access Tab. Refer to creating Permission Sets for additional information on granting access to Steps.
5. Update the pathing for your new Step. To change the Default Path this, hold Shift and click on the initial Step from which the route begins (Risk Repository in this example) and drag and drop onto the destination Step (Review Repository). You will see a gray arrow showing the change in the routing. You can also add Conditional Paths from within the new Step, as well.
Important Note: When copying and pasting a Step with multiple Pages, the Pages will be copied over to the new Step as well.
For more detail on configuring paths between Steps, refer to Working with Paths. For additional information on configuring the new Step, refer to Create a Step.