Move or Copy a Workflow Between Records
Workflows may be moved or copied between Records if necessary (This can only be done with entire Workflows, not individual Actions).
- Open any Workflow in Overview mode.
- Click or in the upper right. (The exact label will vary whether you're viewing an Action from a Record or from the Actions Workspace.
- Select whether to or the selected Workflow.
- Search for the Record you want to move or copy the Workflow to.
- Select the destination Record from the results Grid and click .
What is Copied/Moved?
- All Actions within the Workflow, whether they have been added or not.
- All Documents and Emails linked to any Actions in the Workflow.
What is not Copied/Moved?
- Assets, Insurances, or Opportunities linked to any Actions in the Workflow. These items are specific to the origin Record. The links will be removed for the destination Record.
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