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Replicate/Split a Workflow

Teresa_Schmitt

Would love the ability to replicate a workflow in progress, to create a second workflow using all the same information entered for the original workflow. This would be especially useful when a workflow is initiated with multiple documents that are proceeding at different stages and some documents are ready to proceed to signature before others, as well as other situations where additional concurrent workflows need to be created for the same customer.

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Comments

Elliot_Mandel

This would be great, I get asked about the ability to clone a request often when onboarding new users.

LeighannYeung

This isnt the most ideal solve - but it has worked for my company for over 3 years. I have the users create a base template from a campaign [client specific details omitted] and once submitted the workflow bypasses the review and sign stage to automatically archive. The template is set as Template in contract type. All campaign-related fields in both the Template workflow and the Agreement workflow are connected by relationship. Users would just need to search for the Template and presto! Contract is duplicated

Sarah_Lovequist

Being able to clone/copy a workflow would make soooo many users happy (in my org and it sounds like at other orgs, too). I understand it may be tricky to develop, but the effort will certainly be worth it!

LeighannYeung

Hey Sarah!

Happy to help. I can set up a virtual meeting to walk you through. Let me
know if that works. I would just need your email address and a time. This
week is really busy for me but I should be available next week.

Thanks