welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

How to “Save-as” a Workflow in MS CRM 2016

By Ami Atishay on 9/26/2016

There is no Save-as option available for workflows in MS CRM. So if we need to copy a pre-existing workflow, do we have to write the whole workflow again? Well, not really.

Copying a workflow from a pre-existing workflow is a pretty straightforward process.

Follow the steps below to create a duplicate workflow:

1.    Open the workflow you want to duplicate.

2.    Now you need to deactivate the workflow.

3.    Once deactivated, In Activate as option, select Process Template from the drop down list.

 

4.    Save the workflow without making any other changes and Activate the workflow. The workflow will be activated as a process template, and will be found under Process Template view.

 5.    Create a new process, fill out all the details. Please note that the Entity should be kept same as it was in the original workflow.

 6.    Now, select the type as New process from an existing template, as shown in the picture. If everything was done correct, you will see the workflow you had activated as process template in the previous steps in the given list.

7.    Click/Tap OK to create an exact replica of workflow you had selected from the list.

 8.    Repeat from Step 5 – 7 to create multiple workflows having the original workflow as the base.

 9.    Now just revert the original workflow by activating it as a Process.

This can also be done in the previous versions of MS CRM similarly to copy a workflow.

MS CRM 2013
Dynamics CRM
MS CRM 2016
MS CRM 2011
Author
Blog Calendar
Blog Calendar List
2019 Jan  14  3
2018 Dec  16  4
2018 Nov  56  3
2018 Oct  12  3
2018 Sep  35  11
2018 Aug  3  2
2018 Jun  11  1
2018 Jan  45  2
2017 Sep  394  5
2017 Aug  15  1
2017 Jul  15  2
2017 Jun  40  2
2017 May  17  1
2017 Apr  31  2
2017 Mar  107  4
2017 Feb  290  4
2016 Dec  174  3
2016 Nov  283  8
2016 Oct  203  10
2016 Sep  349  6
2016 Aug  38  1
2016 Jun  1623  6
2016 May  103  3
2016 Jan  68  2
2015 Dec  380  6
2015 Nov  3  1
2015 Oct  12  1
2015 Sep  1174  6
2015 Aug  11  1
2015 Jul  107  2
2015 Jun  8  1
2015 May  20  1
2015 Apr  21  2
2015 Mar  69  3
2015 Jan  5056  4
2014 Dec  15  1
2014 Nov  2175  4
2014 Oct  75  2
2014 Sep  96  2
2014 Aug  2997  1
2014 Jul  40  2
2014 Apr  2422  12
2014 Mar  270  19
2014 Feb  219  8
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  610  2
2013 Oct  244  3
2013 Sep  10  1
2013 Aug  29  3
2013 Jul  202  1
2013 Apr  44  6
2013 Mar  1683  10
2013 Feb  280  4
2013 Jan  252  2
2012 Nov  26  2
2012 Oct  403  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote