Create, Open, Duplicate, and Manage a Workflow

Every new Automation Project includes one empty workflow, by default called Workflow-1.

Instructions for managing workflows is the same as for managing all solution components.

Specifically, you can:

• Create a workflow

• Open an existing workflow

• Delete a workflow

• Rename a workflow

• Duplicate a workflow (see the note below)

• Edit workflow settings

• Discover where a workflow is referenced in the project

Notes on Duplicating Workflows

For instructions on how to duplicate a workflow, see Duplicate a Component.

The copy of the workflow includes:

• All workflow steps, including actions in the Builder area

• All workflow transitions, including transition conditions

• All workflow settings, including:

  • Input parameters

  • Return type

  • Timeout Interval

  • Settings for execution by robots

  • Settings for reporting workflow progress to the Automation Portal

The workflow is named as the original with the suffix _copy, for example, Workflow - 1_copy.

If the original workflow references its own methods or properties, the duplicate workflow will reference its own methods and properties instead.

For example, Step 1 in Workflow 1 below uses its Set Result method and then assigns a value to its Workflow Exit Reason property.

The duplicate workflow, Workflow 1_copy, instead sets its own Set Result method and then assigns a value to its own Workflow Exit Reason property.

Best Practices

Note the following best practices: