content_copy Workflow Duplication
Scale successful processes across your organization by duplicating and customizing proven workflows. Copy entire workflows with all phases, forms, and business rules intact.
lightbulb What It Does
Think of it like having a powerful copy machine for your business processes. When you've perfected a workflow in one department or project, you can duplicate it completely - including all phases, forms, assignments, and business rules - then customize it for different teams or use cases.
Complete Duplication
Copy everything: workflow phases, data collection forms, assignment rules, notifications, and business logic.
Instant Setup
New workflows are ready to use immediately with all configuration intact from the original.
Post-Clone Customization
Modify the duplicated workflow to match different teams, departments, or specific use cases.
Cross-Organization Sharing
Share successful workflows across different departments, teams, or even separate organizations.
content_copy How Duplication Works
file_copy Workflow Duplication Interface
Select Workflow
Choose any existing workflow from your organization as the source for duplication.
Configure Copy
Set new name, choose destination, and decide what to include or modify during duplication.
Instant Clone
Complete workflow duplication happens instantly with all phases and configurations copied.
Customize & Use
Modify the duplicated workflow as needed and start using it immediately with your team.
checklist What Gets Duplicated
check_circle Included in Duplication
Complete Phase Structure
All phases with names, colors, descriptions, and ordering
Data Collection Forms
All custom forms with fields, validation rules, and layouts
Business Rules
Phase transition rules, validation logic, and approval workflows
Notification Settings
Email alerts, reminders, and communication templates
SLA Configurations
Response time targets and escalation settings
Visual Customizations
Colors, labels, and display preferences
settings Configurable During Duplication
Team Assignments
Choose whether to copy assignments or assign to new teams
Workflow Name & Description
Set new name and description for the duplicated workflow
Target Location
Choose which department or team gets the duplicated workflow
Access Permissions
Set who can view, edit, and manage the new workflow
Selective Components
Choose which parts to include or exclude from duplication
Initial Customizations
Make basic changes during the duplication process
use_case Common Duplication Scenarios
corporate_fare Department Scaling
Scenario: Marketing team perfects their campaign workflow and wants to share it with regional offices.
Process:
- 1. Duplicate successful campaign workflow
- 2. Assign to regional marketing teams
- 3. Customize for local requirements
- 4. Deploy across all regions
folder_copy Project Templates
Scenario: IT team creates perfect software deployment workflow and wants to reuse it for all future projects.
Process:
- 1. Duplicate proven deployment workflow
- 2. Create as organizational template
- 3. Standardize for all projects
- 4. Allow project-specific customization
alt_route Process Variations
Scenario: HR has standard hiring workflow but needs variations for different types of positions.
Process:
- 1. Duplicate base hiring workflow
- 2. Customize for executive positions
- 3. Create variations for contractors
- 4. Maintain core hiring standards
auto_awesome Advanced Duplication Features
merge_type Selective Duplication
Choose exactly what to copy and what to leave behind during workflow duplication.
Example Options:
- ☑️ Copy workflow phases only
- ☑️ Include forms but reset data
- ☐ Skip team assignments
- ☑️ Copy business rules
- ☐ Exclude notification settings
Perfect for creating lighter versions or focusing on specific workflow aspects.
batch_prediction Bulk Duplication
Duplicate workflows to multiple locations or teams simultaneously for organization-wide rollouts.
Example Scenario:
Deploy customer service workflow to:
- • North America Support Team
- • European Support Team
- • Asia-Pacific Support Team
- • Premium Customer Team
Saves hours of manual duplication and ensures consistency across all deployments.
business Organizational Benefits
Process Standardization
Ensure consistent, high-quality processes across all departments and locations by duplicating proven workflows.
Rapid Scaling
Scale successful processes quickly across growing teams without starting from scratch each time.
Time & Cost Savings
Eliminate the time and cost of recreating workflows by leveraging what already works well.
Knowledge Transfer
Capture and spread institutional knowledge by duplicating workflows that embody best practices.
tips_and_updates Duplication Best Practices
thumb_up Do This
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check_circleTest before scaling: Make sure your source workflow is working perfectly before duplicating it across the organization.
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check_circleDocument variations: Keep notes on what customizations different teams need for future reference.
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check_circlePlan for updates: Consider how changes to the master workflow will be rolled out to duplicated versions.
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check_circleTrain recipients: Ensure teams understand the duplicated workflow before they start using it.
warning Avoid This
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cancelDuplicating broken workflows: Fix issues in the source before creating copies that inherit the same problems.
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cancelOver-customization: Too many variations defeat the purpose of standardization and make maintenance difficult.
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cancelForgetting permissions: Always review and set appropriate access permissions for duplicated workflows.
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cancelNo governance plan: Have a strategy for managing and updating multiple workflow copies over time.