Copy a Workflow
You can make a copy of an existing workflow and then modify any details, including participants, document source, and submit rules as needed. To do that, follow the steps below:
Step 1. Duplicate a Workflow
Go to Configuration > Workflows section of Fluix Admin Portal, select a workflow you want to copy, and click Duplicate:
Once a copy is created, name it in the upper left corner and start editing as needed.
Step 2. Change Participants
In order to change participants, click the Pencil icon next to the participant’s name. You will find two options: Replace or Delete.
Choose Replace option and select a new participant from a dropdown list.
Step 3. Change Document Source
You can change the type of your document source or select a different folder to be connected. To change the type of the documents source, click the Pencil icon next to the document source and choose the Replace option.
In order to change the connected folder while keeping the existing document source type, click on the name of the current folder and connect a new one.
You will see then a pop-up window. Click the Back to Root button to be redirected to a root folder of your connected storage.
If you want to change the storage connected to your workflow as well, click the icon of the currently connected storage and select a new one.
Step 4. Modify Submit Rules
For the Reassign submit action, the changes will be done automatically by Fluix. For the Upload to Folder submit action, please make sure to connect a new folder.
Step 5. Rename the Workflow
Rename the workflow in the top left corner of your screen and click the Save & Publish button to activate it.
Your workflow is now ready for use.
Was it helpful? Feel free to contact us at support@fluix.io if you have any questions or comments.
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