How do I duplicate a process template?

Don't build your process templates from scratch. Save time with the duplicate tool.

Follow these steps to duplicate your process templates

STEP 1 

Navigate to Process Builder and choose the category of the process you're looking to duplicate, then tap 'Duplicate' next to the process template you'd like to duplicate. 

STEP 2

If you'd like to change the category where your new process template will be found, choose that category in the 'Select Category' dropdown. 

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STEP 3 

Tap 'Edit' next to your new template to make any necessary changes in your new process template like updating forms, changing the process name, adding/removing steps, etc. 

Tip! 

If you'd like to move an existing template to a new category, just duplicate the template, choose the new category, then archive the old template.