Copy and Paste Tasks Between Workflows

In Motion 2.5 you have the ability to copy and paste a task from one workflow to another in the event that workflow tasks are similar. 

When a task is copied into another workflow the assigned role must be edited as it will still be searching for the role from the previous workflow. If you do not edit this, the task will not function. 



Second, if your task is a form task/has entity fields, you will need to ensure that the role in that task is also updated to ensure data is saved to the CRM record.



This will also need to be repeated on any trigger that identifies a role (notifications, assigning tasks, etc.).


USE CASES

  • Similar Workflows

    • If workflows are similar to a degree that most tasks will be identical this can speed up the build process significantly.

  • Similar Tasks

    • If tasks in each workflow are identical - rather than building them out twice (Re: Reference forms etc.) you can build/refine them in one workflow and then copy-paste them into another workflow (provided the above steps are followed for each task).


Modified on Tue, 19 Sep 2023 at 03:30 PM

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