A copy is a new workflow with the same steps and settings. It starts as a draft, whatever the original is, so nothing runs until someone publishes it. Use it to try a change without touching the live workflow, or to start a similar one.

Who can do this

Workspace Admins and Editors. Viewers do not see Make a copy.

Steps

  1. Select Workflows in the bar at the top of the page.
  2. On the workflow's row, select Make a copy (the two squares).
  3. The dialog Copy “…” says The copy starts as a draft, whatever the original is.
  4. If the workspace has projects, choose one in Into project, or Ungrouped. It starts on the original's project.
  5. Choose whether to tick Copy version history. It is ticked to start with.
    • Ticked: Every version comes across, keeping its number.
    • Unticked: The copy starts at version 1 with only the current graph.
  6. Select Make a copy. The button reads Copying while it works.

A toast says Workflow copied — “… (copy)” was made as a draft.

What happens next

  • The copy is called the original's name with (copy) after it, and appears on the Workflows list as NEVER PUBLISHED.
  • It copies the draft as it stands — the steps, their settings, the connections they use and what each does if it fails.
  • The original is not changed. It keeps running as before.
  • The copy has no runs of its own yet.

Good to know

  • With version history, the copy's versions are numbered as the original's, so "version 7" means the same in both. None of them counts as published in the copy.
  • Without version history, the copy keeps only the latest draft, renumbered as version 1.
  • Webhooks and forms get their own addresses. A copy of a webhook workflow is given a new address the first time someone who can edit opens it; it never shares the original's.
  • To copy one step inside a workflow, see Rename, duplicate, skip or remove a step.

If something goes wrong

What you see Why What to do
Could not copy the workflow — That workflow has nothing to copy yet. The workflow has no saved version. Open it in the designer, add a trigger, then copy it.
Could not copy the workflow — That project no longer exists. The project chosen in Into project was deleted. Choose another project.
Could not copy the workflow — That workflow no longer exists. Someone deleted the original a moment ago. Reload the Workflows page.