Hi,
Sometimes, we might have a very big and complex workflow that you want to copy and re-use it for another requirement. You don't have redo all the thing now, just follow the below steps
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Happy CRM'img
Gopinath
Sometimes, we might have a very big and complex workflow that you want to copy and re-use it for another requirement. You don't have redo all the thing now, just follow the below steps
- Change the workflow to a process template and activate the workflow.
- Create a new workflow and select type as New Process from existing Template
- Select the process template which you would like to copy.
- Do the changes and activate it.
- Now, go back change the original workflow to Activate as Process and activate it.
--
Happy CRM'img
Gopinath
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