Duplicating your Workflow

Using the Deep Copy Wizard you can create an entire clean copy of your Workflows and all of its referenced forms and components.  When you select Save A Copy in the Workflow Designer Save menu,  we'll crawl through your workflow and find any forms in use (your Member Database, Listing Page Data, embedded forms, forms linked from within the main memu or within widgets) and create a copy

Getting Started

From within the WorkFlow Designer, select Save a Copy. Note, that unlike the Save a Copy in the Form Designer, any outstanding changes must first be saved before this feature can be used.

Linked Forms & Workflows

The wizard will inspect the selected Workflow and find any forms used, and any outgoing links and ask you if you want to copy the linked forms & workflows found.   When a linked item is found,  it is also inspected for links .  Due to the recursive inspection, you may see more items listed here than you expected. 

If any linked forms or workflows are found you'll see a screen like this where you can select if you would like to include or exclude those linked items from being copied.  If you choose to not include any of the related items found, the original link will be maintained. For example, if you have a form in your workflow, that has a Dynamic Lookup on it, you'll see the Dynamic Data source form listed here. If you de-select it, it will not be copied and the copied form's Dynamic Data lookup will continue to reference the original source.

Including Individual Components

Components include things like data, attachments, PDF's, triggers, AutoResponders, and notifications.  On the Include all Components screen, you can choose 'Easy - Copy all Components' to copy everything - for each linked form selected, or choose Advanced to select what components to copy for each form. 

If you choose Advanced, you'll see the screen below, where you can decide exactly what you want to copy.

Scan and Update Form ID References

In some rare cases, the submission data you are copying may contain references to FORM IDS. The Scan and Update Form Submission Data screen allows you to select forms that are part of the copy, and their specific fields, which will be scanned for matching form IDS and replaced with the new FORMS IDS assigned to forms that are part of the duplication. 

Requirements

The next screen of the wizard will present you with the requirements to copy the selected items. If you require additional credits, those will be shown in red and the option to add credits will be displayed next.

Destination Project Folder

Finally, select the project folder where you would like to save the copied workflow and linked resources and click next to kick off the copy.

Copied components will have the same name as the originals with "Copy" appended to them. They can be renamed from within the Workflow & Form Designer.