How to copy a workflow
This article outlines how to copy a workflow, including all of its sections and answers. Copying or changing a workflow will not affect any completed session records.
Note: only admins and managers can copy workflows
Select a workflow to copy
To get started, navigate to Workflows.
Then select a workflow from list that you want to copy.
Copy the workflow
Choose the Copy Workflow button from the workflow editor sidebar.
After you select to copy the workflow, the page will refresh and you will be located on the page for the copied workflow. The name for the new workflow will have the words “Copy” appended to it.