Duplicate a template

How to duplicate a template

Template duplication creates an identical copy of an existing template, providing a starting point for creating variations or specialized versions of processes.

Role permission requirement

Members with a “Light” role cannot create or edit templates, including duplicating them. Only members with a “Standard” role (if they have appropriate permissions) or “Administrator” role can duplicate templates.

Requirements

• Access to the template you want to duplicate
• Permissions to create new templates
• Understanding of which elements transfer during duplication

Benefits of template duplication

• Time savings - Avoid rebuilding complex templates from scratch
• Consistency - Maintain core process structure while allowing customization
• Specialization - Create variations for different departments or use cases
• Testing - Safely experiment with process changes without affecting the original
• Versioning - Maintain different versions of evolving processes

Duplication process

1. Navigate to the Library section where templates are stored
2. Locate the template you want to duplicate
3. Click the More button (three dots) in the template card
4. Select Duplicate from the dropdown menu
5. Enter a descriptive name for the new template
   • Consider adding version numbers or department identifiers
   • Example: “Client Onboarding - Finance Dept”
6. Click Duplicate to create the copy

What transfers during duplication

The duplicated template includes:

• All steps and their sequence
• Task descriptions and instructions
• Form fields and their properties
• Conditional logic and automations
• Assignments (if configured in the template)
• Dependencies between steps
• Template description

Elements that don’t transfer

Some elements receive new identifiers or don’t transfer at all:

• Tags - Not copied to the new template
• Webhooks - Step and template webhooks aren’t transferred
• Field aliases - New unique identifiers are assigned
• Step aliases - New unique identifiers are assigned
• Usage history - The new template starts with a clean history
• Template ID - A new unique ID is generated

Post-duplication steps

After duplicating a template:

1. Review the copy to ensure all elements transferred correctly
2. Add appropriate tags for organization
3. Reconfigure webhooks if needed
4. Update any integrations that rely on field or step aliases
5. Make intended modifications to customize the template

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