Copying an Action

You can copy a workflow action within the same workflow state. After you copy an action, the copy opens in the Workflow Manager. You can then edit the copy of the action.

You can also copy actions that are part of an action group. When you copy an action in an action group, the copy of the action appears at the end of the action group list. For more information about action groups, see Using Action Groups.

To copy an action:

1. If you have not already done so, open the existing workflow that contains the action that you want to move.

   See Viewing Existing Workflows or Workflow Searches.

2. In the diagrammer, select the state that contains the action that you want to copy, hover over the action in the context panel, and click the Edit icon.

3. On the Workflow Action window, select click Make Copy.

   

   The copy of the action opens in the Workflow Action window.

4. Edit the copy of the action and click Save. See Editing an Action.

Related Topics

• Working with Actions
• Creating an Action
• Editing an Action
• Deleting an Action
• Ordering Actions
• Reordering Actions
• Moving an Action
• Using Action Groups
• Using Sublist Action Groups
• Scheduling an Action
• Workflow Actions Overview

General Notices