Duplicate a Workflow Template
Objective
To duplicate a workflow template using the Company Workflows tool.
Things to Consider
- Required User Permissions:
- To duplicate a workflow template, 'Admin' level permissions on the Company Workflows tool.
- Additional Information:
- Duplicate workflow names are NOT permitted.
- Customers using Procore in English can also choose from a selection of pre-populated quick start workflow templates for financial tools. These templates can be used as-is, or edited to meet your company's needs. Quick start workflows templates are not available outside of English speaking regions at this time.
Steps
Duplicate a Workflow
- Navigate to the Company Workflows tool.
- In the 'Workflows' table, locate the workflow you want to duplicate and click View.
- Click the
icon.
Procore opens the workflow in a new window and names it: 'Copy of: [Previous Workflow Name]'
Rename the Copy of the Workflow
- In the copy of the workflow template, click the pencil icon on the top-left side of the page.
- Enter a new name for the template by replacing 'Copy of: [Previous Workflow Name]'.
- Choose one (1) of these options:
- Save and Publish. Click this button to save the copy of the workflow as a published template. 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 Click this button to save the copy of the workflow as an unpublished draft.
- Save and Publish. Click this button to save the copy of the workflow as a published template. You can now assign it for use on a project.