How to copy a Workflow in Dynamics CRM
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The other day we have to create a workflow which was very complex, but almost similar workflow we had already created. So, we were looking for the OOB copy functionality, but didn’t find the same. I started looking for the solution and found that there is a way we can copy the workflow. The following steps we have to follow in order to copy the workflow in Dynamics CRM.
- Deactivate an existing workflow which you want to copy.
- Change the “Activate As” field value to “Process template” (refer Fig. 1).
(Fig. 1)
- Activate your existing workflow.
- Create a new workflow and choose the “Type” field value as “New process from an existing template (select from list)” and click on OK (refer Fig. 2).
(Fig. 2)
- New workflow is created and you can make the changes as per the requirement.
- Deactivate an existing workflow and change the “Activate As” field value back to “Process” and click on “Activate”
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