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Now you can easily copy a workflow from one sub-account to another without going through the full "Snapshot" process. Only Agency Admin will be able to Copy Workflow.
Copy to Sub-Account
Copy to Sub-Account (image 1 of 6)What this shows Now you can easily copy a workflow from one sub-account to another without going through the full "Snapshot" process.What this showsIllustrates the "Copy to Sub-Account" section of "How to Copy Workflow to another Sub-Account?".This screenshot appears in the "Copy to Sub-Account" section of "How to Copy Workflow to another Sub-Account?". The text alongside this image reads: Now you can easily copy a workflow from one sub-account to another without going through the full "Snapshot" process. Only Agency Admin will be able to Copy Workflow. Immediately after, the guide continues: Only the sub-accounts that the logged in user has access to will be listed here On submit, the workflow will be copied to the selected sub-account The workflow copied to other sub-account will be in draft state by default.Image 1 of 6What to copyNow you can easily copy a workflow from one sub-account to another without going through the full "Snapshot" process. Only Agency Admin will be able to Copy Workflow.Next stepOnly the sub-accounts that the logged in user has access to will be listed here On submit, the workflow will be copied to the selected sub-account The workflow copied to other sub-account will be in draft state by default
Select Sub-Account
Select Sub-Account (image 2 of 6)What this shows Now you can easily copy a workflow from one sub-account to another without going through the full "Snapshot" process.What this showsIllustrates the "Select Sub-Account" section of "How to Copy Workflow to another Sub-Account?".This screenshot appears in the "Select Sub-Account" section of "How to Copy Workflow to another Sub-Account?". The text alongside this image reads: Now you can easily copy a workflow from one sub-account to another without going through the full "Snapshot" process. Only Agency Admin will be able to Copy Workflow. Immediately after, the guide continues: Only the sub-accounts that the logged in user has access to will be listed here On submit, the workflow will be copied to the selected sub-account The workflow copied to other sub-account will be in draft state by default.Image 2 of 6What to copyNow you can easily copy a workflow from one sub-account to another without going through the full "Snapshot" process. Only Agency Admin will be able to Copy Workflow.Next stepOnly the sub-accounts that the logged in user has access to will be listed here On submit, the workflow will be copied to the selected sub-account The workflow copied to other sub-account will be in draft state by defaultAll 3 steps in this procedure
Only the sub-accounts that the logged in user has access to will be listed here
On submit, the workflow will be copied to the selected sub-account
The workflow copied to other sub-account will be in draft state by default
Only the sub-accounts that the logged in user has access to will be listed here
On submit, the workflow will be copied to the selected sub-account
The workflow copied to other sub-account will be in draft state by default
Copy Workflow History
Copy Workflow History (image 3 of 6)What this shows Only the sub-accounts that the logged in user has access to will be listed here On submit, the workflow will be copied to the selected…What this showsIllustrates the "Copy Workflow History" section of "How to Copy Workflow to another Sub-Account?".This screenshot appears in the "Copy Workflow History" section of "How to Copy Workflow to another Sub-Account?". The text alongside this image reads: Only the sub-accounts that the logged in user has access to will be listed here On submit, the workflow will be copied to the selected sub-account The workflow copied to other sub-account will be in draft state by default. Immediately after, the guide continues: The history of workflows copied to another sub-account are listed with current status for each log.Image 3 of 6How to confirmOnly the sub-accounts that the logged in user has access to will be listed here On submit, the workflow will be copied to the selected sub-account The workflow copied to other sub-account will be in draft state by defaultNext stepThe history of workflows copied to another sub-account are listed with current status for each log
Copy Workflow History (image 4 of 6)What this shows Only the sub-accounts that the logged in user has access to will be listed here On submit, the workflow will be copied to the selected…What this showsIllustrates the "Copy Workflow History" section of "How to Copy Workflow to another Sub-Account?".This screenshot appears in the "Copy Workflow History" section of "How to Copy Workflow to another Sub-Account?". The text alongside this image reads: Only the sub-accounts that the logged in user has access to will be listed here On submit, the workflow will be copied to the selected sub-account The workflow copied to other sub-account will be in draft state by default. Immediately after, the guide continues: The history of workflows copied to another sub-account are listed with current status for each log.Image 4 of 6How to confirmOnly the sub-accounts that the logged in user has access to will be listed here On submit, the workflow will be copied to the selected sub-account The workflow copied to other sub-account will be in draft state by defaultNext stepThe history of workflows copied to another sub-account are listed with current status for each log
The history of workflows copied to another sub-account are listed with current status for each log
Copy Workflow History DetailsCopy Workflow History Details (image 5 of 6)What this shows The history of workflows copied to another sub-account are listed with current status for each logWhat this showsIllustrates the "Copy Workflow History Details" section of "How to Copy Workflow to another Sub-Account?".This screenshot appears in the "Copy Workflow History Details" section of "How to Copy Workflow to another Sub-Account?". The text alongside this image reads: The history of workflows copied to another sub-account are listed with current status for each log. Immediately after, the guide continues: If any error while copying, you can debug by clicking on that particular history to view detailed info.Image 5 of 6What this coversThe history of workflows copied to another sub-account are listed with current status for each logNext stepIf any error while copying, you can debug by clicking on that particular history to view detailed infoCopy Workflow History Details (image 6 of 6)What this shows The history of workflows copied to another sub-account are listed with current status for each logWhat this showsIllustrates the "Copy Workflow History Details" section of "How to Copy Workflow to another Sub-Account?".This screenshot appears in the "Copy Workflow History Details" section of "How to Copy Workflow to another Sub-Account?". The text alongside this image reads: The history of workflows copied to another sub-account are listed with current status for each log. Immediately after, the guide continues: If any error while copying, you can debug by clicking on that particular history to view detailed info.Image 6 of 6What this coversThe history of workflows copied to another sub-account are listed with current status for each logNext stepIf any error while copying, you can debug by clicking on that particular history to view detailed info
If any error while copying, you can debug by clicking on that particular history to view detailed info
What happens to the assets while copying workflow?
The following assets in the workflow will be copied while copying a workflow to another sub-account:
Contact Tags
Contact Custom Fields (The field type should be same)
Sub-Account Custom Values
Opportunity Custom Fields
Opportunity Pipelines & stages
Email/SMS - text templates
Email builder templates (coming soon)
Note: All the other assets or references will be cleared/removed from the workflow before copying to the selected sub-account.
Frequently asked questions
What happens to the assets while copying workflow?
The following assets in the workflow will be copied while copying a workflow to another sub-account: Contact Tags Contact Custom Fields (The field type should be same) Sub-Account Custom Values Opportunity Custom Fields Opportunity Pipelines & stages Email/SMS - text templates Email builder templates (coming soon) Note: All the other assets or references will be cleared/removed from the workflow before copying to the selected sub-account.
