Does this article apply to you? This article covers Enhanced Automated Workflow features. To check if your account has access, go to Automated Workflow in AMS+. If you see a "Welcome to the New Automated Workflow" banner at the top of the page, you're all set.
This article explains how to copy an Enhanced Automated Workflow in AMS+. Copying a workflow lets you reuse an existing trigger, conditions, and actions as a starting point without changing the original. Copies open as drafts, so you can make changes before turning them on.
Requirements
- Automated Workflow must be activated in your agency's AMS+ account.
- Only the Account Owner can activate it. Learn more.
- You must be logged into AMS+ as an Agency User.
- You must be assigned to a Security Group with the Manage Automated Workflow permission.
Copy an Enhanced Automated Workflow
To get started, go to Automated Workflow and open the workflow you want to copy.
Select Create a copy. This immediately creates a duplicate of the workflow and opens it in a new browser tab. The copy is named "COPY - [original workflow name]" and saved as a draft.
A copy includes the original's trigger (including which update methods can trigger it and how often it can run), conditions, and actions with their timing and content. It doesn't include the original's history or any records already enrolled in it.
From there, update the name and make any changes you need. Then select Save & Turn On to activate it, or Save to keep it as a draft. To change the trigger, conditions, or actions, see How to build an Enhanced Automated Workflow in AMS+, which covers each section of the workflow builder.
Before you turn on the copy: If the original is still turned on and has the same trigger and conditions, both workflows run for the same records, so contacts could get duplicate emails or activities. Turn off the original first, or change the copy's trigger or conditions. For what happens to pending actions when you turn a workflow off, see Enhanced Automated Workflow best practices in AMS+.