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Duplicate Workflows & Questionnaires

Duplicate Workflows​

  • The Duplicate option is easily accessible from the workflow management interface:

  • In the Duplicate Workflow window, select the status of the duplicate workflow using the toggle switch.
    You can choose between Test and Live modes:

  • This flexibility allows you to move workflows from the testing environment to the live environment seamlessly.
  • Once duplicated, the new workflow will appear in your list of workflows with a name given while Duplicating.
  • Click on the new workflow to edit and customize it as needed.

Duplicate Questionnaires​

Questionnaires used in a workflow are automatically copied to Live together with the workflow. You do not need to duplicate them separately.

Once the workflow is copied, a notification will list the questionnaires that have been transferred.

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If a questionnaire with the same name already exists in Live, the workflow will use the existing questionnaire instead of creating a new copy. Make sure its content is up to date before using the workflow in Live.

Manually Duplicating a Questionnaire​

You can also duplicate a questionnaire separately:

  1. Go to Questionnaires.
  2. Find the questionnaire you want to copy and click Duplicate.
  3. Use the Test / Live toggle to select the target environment.

The duplicated questionnaire will become available in the selected environment.