# How to Copy Workflow to another Sub-Account? > More Tutorials From the Community https://www.youtube.com/watch?v=Rpbas9scJCc&feature=youtu.be https://www.youtube.com/watch?v=DnLKoZF0mug… - Source: https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/how-to-copy-workflow-to-another-sub-account - Section: Workflows / Workflow Builder - Reading time: 1 min - Images: 6, each explained below - Modified on Thu, 29 Feb, 2024 at 11:06 PM --- ### More Tutorials From the Community [https://www.youtube.com/watch?v=Rpbas9scJCc&feature=youtu.be](https://www.youtube.com/watch?v=Rpbas9scJCc&feature=youtu.be) [https://www.youtube.com/watch?v=DnLKoZF0mug](https://www.youtube.com/watch?v=DnLKoZF0mug) [https://www.youtube.com/watch?v=J7iJtHtiUnc](https://www.youtube.com/watch?v=J7iJtHtiUnc) [https://www.youtube.com/watch?v=jwleRdaw0sE](https://www.youtube.com/watch?v=jwleRdaw0sE) [https://www.youtube.com/watch?v=G7oLShirC80](https://www.youtube.com/watch?v=G7oLShirC80) 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010518416/original/qkFg8Hcug6YAH4mmV0H5gBVYDGb48UQG8A.png) **Copy to Sub-Account (image 1 of 6)** 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. - What to copy: 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. - Next: 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 ### **Select Sub-Account** ![Select Sub-Account (image 2 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010415170/original/Qik7rpWoi8n9fvpnlFjEj5CDfAvXX_hTfw.png) **Select Sub-Account (image 2 of 6)** 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. - What to copy: 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. - Next: 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 Full procedure: 1. Only the sub-accounts that the logged in user has access to will be listed here 2. On submit, the workflow will be copied to the selected sub-account 3. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010518546/original/4ry62KeHcXiu5vXe9NT5pJTThrk6Y3F0_Q.png) **Copy Workflow History (image 3 of 6)** 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. - How to confirm: 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 - Next: The history of workflows copied to another sub-account are listed with current status for each log ### ** ![Copy Workflow History (image 4 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010519090/original/aVbb3PlFS79ZBM_TCDW4zaHMW4E1KOCO4g.png) **Copy Workflow History (image 4 of 6)** 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. - How to confirm: 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 - Next: The 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 Details**** ![Copy Workflow History Details (image 5 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010519268/original/d9HUFyhGw5OGjnZXrCyVyVNSYNOtOfqrnQ.png) **Copy Workflow History Details (image 5 of 6)** 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. - What this covers: The history of workflows copied to another sub-account are listed with current status for each log - Next: If any error while copying, you can debug by clicking on that particular history to view detailed info ** ![Copy Workflow History Details (image 6 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010519423/original/GiPLiUp3Ox0fo5TG4fKRr_R-grQ6G_JBpA.png) **Copy Workflow History Details (image 6 of 6)** 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. - What this covers: The history of workflows copied to another sub-account are listed with current status for each log - Next: If 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.** --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com