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Copying and Section of a workflow

Jennifer_Kardos

I would like to be able to copy a section of a workflow into another workflow. I have a section with 29 question and conditions I need to put into 4 existing workflows. I would like to copy and past the whole section and not recreate 4 times using copy and past and recreating all the conditions.

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Comments

Sebastian_Goldsmith

With you on this. There are a few areas which I find takes a lot of manual repetitive clicking recreating conditions:

1. Condition and fields - these should be centralised so you can copy them (showing where the logic has failed if something is missing).

2. Related/parent/child record mapping - it would be great if these selections could be copied for other questions in the same workflow.

3. Condition nesting. We should be able to nest conditions natively in the condition builder so that you can say "If (this OR that) AND the other". So far you can choose either OR or AND, so you have to build a second condition for the "this or that", which is time consuming and again, cannot be copied.

4. When building Conditions around fields it would be a helpful shortcut to have "ANY OF" or "ALL" or "INCLUDES" or "IS EXACTLY" as options instead of having to put OR or AND and list every single potential answer under that Field. e.g. Condition = Services = ALL instead of Condition = Services = Service A AND Service B AND Service C AND... Service Z".