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Duplicate a Custom Workflow Template

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Objective

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

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 you want to duplicate and click View. 
  3. Click the icon-duplicate.png icon.
    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 Click this button to save the copy of the workflow as an unpublished draft.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      • If you attempt to publish a workflow using a name that is already taken, a 'Template could not be published' banner appears at the top of the page.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.