Copying a Workflow Template

Rather than creating a new workflow template from scratch, you might find it easier to copy an existing template and modify it.

To copy a workflow template:

1. Click the Workflow tab.

2. Click the Templates submenu link.

3. On the Workflow Templates listing, select the checkbox next to the template you want to copy or click its name link.

4. Select the Copy action.

5. On the Copy Workflow Template dialog box, enter the name of your new template in the New Template Name field and click the Save button.

6. The Workflow Template Record page appears for the new template. Make changes as appropriate.