The Copy option allows users with the Flow Template Adminpermissionto use an existing flow template to quickly create a new flow template. This timesaving feature is especially beneficial when the new flow template will have many of the same stages and steps that are already resident in the existing flow template. A Flow Template Admin can make a copy of any flow template, which includes both an active and inactive published flow template, as well as a draft flow template.
Click the Gear Icon in theNavigation Toolbar, and click the Contract Flow Templates, Company Flow Templates, or Project Flow Templates link in the menu.
In thePublished Flow Templates screenfor contracts, companies, or projects,locate the templateyou want to copy, and double-click it to select it.
In the Flow Design Panel screen, clickCopy Flowin the toolbar.
When the screen refreshes, edit the name of the template in theFlow Template Namefield.
Edit the flow template, as needed.
In the Flow Design Panel screen, click:
Publish Templateto save andpublish(activate) the copied template.
Save Flow Templateto copy the template to theFlow Template Draftssection of the screen if you are not ready to activate it.
In theTemplate Savedprompt, clickYesto return to thePublished Flow Templatesscreen, orNoto remain in theFlow Design Panelscreen.