Duplicate a system workflow

The System workflows provide a good starting point for creating your own workflows to suit your business needs. If you would like to model your tenant workflows based on the system workflows, you can duplicate them. This means that you would not be starting from scratch. This can be useful if you know that you only need to make minor changes to the workflow to suit your needs.

To duplicate a system workflow:

1. Click the System workflows tab.

2. Click the workflow type drop-down.

3. Hover your cursor over the desired workflow type and click the workflow you want to duplicate.

   This loads the workflow into the center view.

4. Click Duplicate as tenant workflow.

5. Type in a name for your tenant workflow.

   Note: You can change this name later if you make a mistake or decide on a different name.

6. Click Duplicate.

The workflow is copied into the Tenant workflows section and appears in the relevant section. You can now edit the workflow.