Answer
Use this process when you want to reuse an existing Published workflow as the starting point for a new, separate workflow template. The new workflow will exist alongside the original.
If you only need to improve or correct the current workflow, use the update process instead.
Steps
1. Create the draft from the existing workflow
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
2. Publish the Draft 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
3. Verify the new workflow in Demonstration / UAT
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
Next steps
Configure the workflow as needed.
Test the workflow end to end in Demonstration / UAT.
After testing passes, publish it to Production.
Important notes
The source workflow must already be Published.
This process creates a separate workflow template.
Use this when the workflow purpose has changed, you need parallel versions, or you want to preserve the original unchanged.
If you only need to refine the current workflow, use Update instead of Create.