Duplicate or Clone a Workflow

Copying a workflow is useful when planning major changes or replicating a process with different options. Copies are completely independent — modifying a copy does not affect the original.

Two actions are available from the Workflows table:

• Duplicate Selected Workflows — fast in-place copy in the same project
• Clone Workflow(s) — copy into a target project of your choice (defaults to the current project)

Duplicate Selected Workflows

1. Open the project’s Workflows table
2. Select one or more workflows
3. Click Duplicate Selected Workflows in the toolbar

Each clone lands in the same project, with ” copy” appended to the original name.

Clone Workflow(s)

Use this when you want to copy workflows into another project — for example, promoting from a development project into a sibling project.

1. Open the source project’s Workflows table
2. Select one or more workflows
3. Open the Actions menu and click Clone Workflow(s)
4. In the dialog, pick the Target Project (defaults to the current project)
5. Click Clone Workflow(s)

Cloned workflows have ” copy” appended to their names so they don’t collide with anything already in the target project.

Note

Cloning copies the workflow definition and step configuration. Project-scoped resources referenced by the workflow (tables, dimensions, connections) must already exist in the target project, or you must clone them separately.