how-to

2 articles

How to initialize a workflow after copying

In this help article, you’ll learn how to properly initialize a workflow after using the “Copy To” workspace feature. When you copy or duplicate a workflow, some of the artifacts that make it run are missing – most notably, the trigger and account connection. In order for a workflow to function properly, it needs to …

How to copy from one workspace to another

In this tutorial, you’ll learn how to use the Copy To feature in order to copy one or several workflows from a single workspace into another workspace. This feature is helpful if you built a workflow and want to quickly share it with another team or client that you have access to in Workload. Step …