How to Copy Workflow to another Sub-Account
Modified on: Fri, 1 Mar, 2024 at 12:06 AM
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Now you can easily copy a workflow from one sub-account to another without going through the full "Snapshot" process. Only Agency Admin will be able to Copy Workflow.
Copy to Sub-Account
Select Sub-Account
Only the sub-accounts that the logged in user has access to will be listed here
On submit, the workflow will be copied to the selected sub-account
The workflow copied to other sub-account will be in draft state by default
Copy Workflow History
The history of workflows copied to another sub-account are listed with current status for each log
Copy Workflow History Details
If any error while copying, you can debug by clicking on that particular history to view detailed info
What happens to the assets while copying workflow?
The following assets in the workflow will be copied while copying a workflow to another sub-account:
Contact Tags
Contact Custom Fields (The field type should be same)
Sub-Account Custom Values
Opportunity Custom Fields
Opportunity Pipelines & stages
Email/SMS - text templates
Email builder templates (coming soon)
Note: All the other assets or references will be cleared/removed from the workflow before copying to the selected sub-account.