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(Beta) Duplicate a Custom Workflow Template

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 In Beta
This page details functionality that is not available in Procore's production environment. Access to the features documented here is limited to specific Procore customers who have signed the required agreement to participate in Procore's Company level Workflows Tool Beta Program. The content on this page is for informational purposes only and all information and content on this page is subject to change without any prior notice. To learn more, see About the Workflows Beta Program.

Objective

To duplicate a custom workflow using the Company level Workflows tool. 

Background

If you want to create a new workflow that is similar to an existing one, you can use the Duplicate menu option in the Overflow menu of the Workflows table. 

Things to Consider

  • Required User Permissions:
    • To duplicate a custom workflow, 'Admin' level permissions on the Company level Workflows tool. 
  • Additional Information:
    • Duplicate workflow names are NOT permitted.

Steps

Duplicate a Custom Workflow

  1. Navigate to the Company level Workflows tool. 
  2. In the 'Workflows' table, locate the workflow that you want to duplicate. 
  3. Click the vertical ellipsis and choose the Duplicate menu option. 

    workflows-duplicate-menu-option.png

    Procore opens the workflow in a new window and names it: 'Copy of: [Previous Workflow Name]'

Rename the Copy of the Custom Workflow

  1. In the copy of the workflow, click the pencil icon on the top-left side of the page. 
  2. Enter a new name for your workflow by typing over the 'Copy of: [Previous Workflow Name]'.
  3. Choose one (1) of these options:
    • Save and Publish. Click this button to save the copy of the workflow as a published workflow. You can now assign it for use on a project. 
      OR
    • Save as Draft. Click this button to save the copy of the workflow as an unpublished draft.   
       Notes

      Duplicate workflow names are NOT permitted.

      • If you attempt to save a draft using a name that is already taken, a RED banner appears to notify you that Procore cannot save your workflow. 

      • If you attempt to publish a workflow using a name that is already taken, a 'Template could not be published' banner appears at the top of the page. To view the name that is already in use, click Show Details.