A: In K2 Designer, find the workflow you want to make a copy of. Select it and click Save As
. You must give the new workflow a unique name. Select the default location or another category for the new workflow. Click OK
. Browse to the new workflow, select it and click Edit
to configure your copied workflow. Remember to deploy your workflow when you’re done configuring it. For more information, see Create a copy of a Workflow
Any form integration you added on the existing workflow is not included in the copied workflow. This applies to both the Start step and the Form tab on the Task step. You must reconfigure the integration, typically with a new form. You can integrate with the existing workflow form but keep in mind that this overwrites the form state rules. The copied workflow is set as the default state and starts when you submit the form. This means your original workflow no longer starts when the form is submitted. All steps in the original workflow appear in the copied workflow. This includes all step configurations. Any inline functions (with or without SmartObject configuration) added to the original workflow steps appear in the copied workflow.
When you create a copy, only the workflow design file is copied to either the default location (the same category where the existing workflow is) or a different category you selected. Views, forms and SmartObjects you created for the existing workflow are not copied and remain in the original category. You can create a copy of these items and use them with the new (copied) workflow, but you must reconfigure all steps that use these items to point to the new copies of those items.