Primary Role: Workflow Manager
Learning Focus: Apply
Where: Workflow Editor
When to Use This
Use this process when:
You want to create a new workflow based on an existing one
The new workflow should exist alongside the original
The workflow purpose, audience, or scope will differ
If you only need to improve or correct an existing workflow, use Updating an Existing Workflow instead.
🧭 Before You Start
The source workflow must already be Published
You should know how the new workflow will differ
This process creates a separate workflow template
🛠️ How to Create a New Workflow from an Existing One
Open ANVL Insights
Navigate to Mobilize → Editor
Open Published in the left-hand menu
Select the workflow you want to reuse
Edit the workflow name to reflect the new purpose
Click Save
This saves the workflow as a Draft with the new name
🛠️ Publish the New Workflow to Demonstration (UAT)
Open Drafts
Locate the newly named draft
Click the Publish (🚀) icon
IMPORTANT: When prompted, choose Create
This creates a new workflow template
DO NOT Use "Update" (default option) as this will overwrite the existing workflow.
Assign:
The appropriate Workflow Category
The Demonstration / UAT site
Click Publish
🔍 Verify the New Workflow in Demonstration / UAT
After publishing:
Refresh the browser page
Open Published
In the Group Selector, select the Demonstration / UAT site
Locate and open the workflow
Confirm the workflow appears with the new name and expected content
🧪 What to Do Next
Configure the workflow as needed
👉 See Configure a WorkflowTest the workflow end-to-end in UAT
👉 See How to Test a WorkflowAfter testing passes, publish to Production sites
👉 See Publish a Workflow to Production Sites
🔑 Key Takeaways
Editing the name before saving is what creates the new draft
Create (not Update) is required to make a new workflow template
Always publish new workflows to Demonstration / UAT first
Refresh and verify before testing