Duplicate/clone a workflow template

You can duplicate an existing workflow template to use it as a starting point for a new one. This article covers cloning a workflow template.

Cloning a template

1. Go to Admin Console → Workflows.
2. Find the template in the list and click the Clone icon (copy icon) in its Actions column. This is available for both draft and published templates.
3. The clone is created immediately as a new, separate template and the list refreshes to show it.

Cloning requires the Add workflow permission — the same permission required to create a brand-new template, since a clone is effectively a new template.

After cloning

The cloned template starts as its own independent copy — all stages, reviewers, activation rules, and settings are duplicated. Editing or deleting the clone has no effect on the original template, and vice versa. Open the clone from the workflow list and use the builder to rename it and adjust stages as needed, then save it as a draft or publish it.