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.
The source workflow must already be Published, and this process creates a separate workflow template.
Answer
Workflow Managers can open a published workflow, rename it, save it as a Draft, and then publish it using Create (not Update) to generate a new workflow template.
1. 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
2. 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
3. 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
4. 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
Additional Details
Job Role: Workflow Manager | Permission Level: Admin (ANVL Manager) + ANVL TECH (ANVL Workflows) | Special Rights: Workflow Management (Create / Edit / View / Publish - UAT / Publish-ALL / Admin)