Copy a flow

Copy a flow to give it a new name and move it to another application scope.

Before you begin

Role required: admin or flow_designer

About this task

You can copy a flow to give it a new name or move it to another application scope. The new flow has the same flow properties, trigger, actions, and flow logic as the source flow.

You can't copy flows that have a protection policy. You must have write access to a flow to copy it.

Procedure

1. Navigate to All > Process Automation > Workflow Studio.
2. On the homepage, select Flows.
3. Open the flow that you want to copy.
4. Click the more actions icon () and select Copy flow.
   Note:

   If the Copy flow option is not visible, then you don't have permission to copy the flow. This could be because the flow has a protection policy or because you lack the necessary user role or developer permissions.
5. In New flow name, enter a unique name you want the copied flow to have.
   
6. Optional: From Application, select the application scope where you want to copy the flow.
7. Select Copy.

Result

Workflow Studio opens the new flow.