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Workflow Cloning

The cloning feature allows you to create a new Workflow based on an existing one. This tool is designed to accelerate development by enabling the reuse of established process logic as a foundation for new automations or to create variants of a standard process.

The platform offers two distinct cloning modes, "Clone All" and "Clone and Keep Tasks", to address different architectural use cases.

Cloning Interface​

The cloning operation is managed via the "Clone Workflow" modal window.

  • Workflow to Clone: A read-only field that displays the name of the source Workflow.
  • New Workflow Name: A mandatory text field in which to specify the unique name for the new Workflow that will be created.

Cloning Modes​

The choice of cloning mode determines the relationship between the Tasks of the new Workflow and those of the original Workflow.

Option 1: Clone All​

With this mode, the following are created:

  1. A new Workflow with the same structure and configuration as the original.
  2. New independent instances for every single Task present in the original Workflow.

The result is a completely autonomous Workflow. Any changes made to a Task in the new Workflow will have no impact on the corresponding Task in the original Workflow, and vice versa.

Recommended usage: This is the standard and safest mode, to be used when you want to create a copy of a Workflow as a starting point for a new process that will evolve independently.

Option 2: Clone and Keep Tasks​

With this mode, the following are created:

  1. A new Workflow with the same layout (design and connections) as the original.
  2. However, the Tasks within the new Workflow are not new copies, but direct references to the Tasks of the original Workflow.

The result is that the Tasks are shared between the original and the cloned Workflow. This creates a tight dependency between the two processes: any change to the configuration of a shared Task (performed by any of the Workflows that use it) will immediately reflect in all Workflows that contain a reference to that Task.

Recommended usage: To be used in advanced scenarios where you intentionally want multiple Workflows to share and reuse a set of centralised and identical Tasks. This mode requires greater attention to management, as changes have a global impact.