Duplicating a Workflow

Learn how to duplicate workflows efficiently in Infoveave by exporting and importing them. You can choose to export a workflow with its complete configuration or as a reusable template. The import option allows you to upload existing workflows, making it easier to replicate and reuse processes without rebuilding them from scratch.

Exporting a Workflow

When you export workflows, you get two options. You can either Export with configuration or Export as a template. Choose one of these options to download your file.

Export with configuration

Export with configuration keeps all the activity settings and details. When you use this option, nothing is removed — the entire workflow, including all configurations, is saved as it is. Use this when you want to copy or move the exact same workflow to another place.

Export as template

Export as template removes the activity configurations and only keeps the basic structure of the workflow. This is useful when you want to reuse the workflow layout or steps but set up new configurations later.

Importing a Workflow

The Import workflow option allows you to bring in existing Workflows from external sources or other systems. When you select this option, you can upload Workflows that have already been created, so you do not have to rebuild them from scratch.