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Last Updated: 2025-11-28
Copy Workflows

Copy Workflows

Enable access to Workflow Builder.
You can create a new, separate draft workflow or instantly copy the configuration to create a new version of an existing, published workflow.
  1. Click
    Workflow
    .
  2. On the
    Workflow Builder
     tab, locate the workflow you want to copy.
  3. From the related actions menu to the right of the row, select
    Make a Copy
    .
  4. In the <Workflow Name> prompt, select your desired action:
    Option
    Description
    Copy as new workflow
    Workday copies the selected workflow as a new,
    Draft
     workflow named
    Copy of <workflow name>
    .
    Example: You select to duplicate your
    Master Service Agreement
     workflow. By choosing
    Copy as new workflow
    , Workday generates a separate, new draft named
    Copy of Master Service Agreement
    , which you can then edit without affecting the original.
    Copy onto another workflow
    Workday copies the selected workflow as the newest version onto any workflow you have access to.
    Example: You have a complex
    Master NDA Workflow
     (Workflow A) and a simple
    Regional NDA Workflow
     (Workflow B). You want to replace the current design of Workflow B with the complex structure of Workflow A. When duplicating Workflow A, you select
    Copy onto another workflow
     and choose
    Regional NDA Workflow
     (Workflow B) from the list. Workday then creates a new draft version for Workflow B that is an exact copy of the
    Master NDA
     Workflow's configuration.
  5. Click
    Make a Copy
    .
The copied template retains the same Source, Form, Review steps, Sign, Finalize steps, and Settings as the original, including all associated users and fields.