Copy a template

Copy makes a new template from one version of another. Every stage, task, transition, field and condition of that version comes along. The new template has the same kind of work, and it starts as a draft, v1. The template you copied from does not change. You need to be a department manager or a company administrator.

• Choose the version to copy: the draft, or a published version. A retired version cannot be copied. To use it again, revise it: see Change a published template.
• Choose a new name. No two templates of one kind of work can have the same name.
• To copy only some stages and tasks, or to copy into another kind of work, use New template instead: see New template.

1. 1.
   On Workflow Templates, select the template's row.
2. 2.
   In Versions, find the version and select Copy on its row.
3. 3.
   In Copy to a new template, type the New template name, and a Description if you want one. Select Copy.

The page changes to the new template, and a message at the bottom right says that its draft is v1. In Versions, v1 shows Draft. Select Edit on it to change it, then publish it.

• There is no Copy on the row: the version is retired.
• Under the name, the window says “A template of this kind of work already has this name.” and Copy is grayed out. Type another name.
• A message says “A template with that name already exists for this kind of work.” Someone made a template with that name at the same moment. Type another name in the same window, and select Copy again.
• A message says “A retired version cannot be copied. Copy a published version or the draft.” Someone retired the version at the same moment. Copy another version.
• A message says the template may have been removed or not shared with you: someone deleted the draft at the same moment, or your role does not allow this. See Who can see and do what.