At some point, you'll stumble upon the need to create a new care flow in your organization. While this new care process might be similar to an existing one, it may have enough differences to justify creating a separate care flow.
Instead of rebuilding everything from scratch, we recommend duplicating the existing care flow and making the necessary edits from there.
How to duplicate a care flow?
Go to the Care flow Overview page
Search for the original care flow you'd like to duplicate
Click the three dots at the end of the row to expand the menu
Click "Duplicate"
Confirm you'd like to continue with "Duplicate care flow"
⏱️ Hang tight - large care flows might take up to 60 seconds or longer to duplicate ⏱️
Navigate to your newly duplicated care flow, or stay on the Care flow Overview page
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Important considerations
When you duplicate a care flow, it creates an exact copy of the original one. However, please note the following considerations:
The Hosted Pages sharing link is not duplicated. You must generate a new unique link for each duplicated care flow. You can learn more about the sharing link in our Hosted Pages settings guide.
Source Control settings are not duplicated, as this would overwrite your original care flow. You can read up on Source Control on our Developer hub.
Cases are not duplicated. Each duplicated care flow will start fresh without previous cases to preview.
Forms are not duplicated; the new care flow will reference the exact same forms as the original.
⚠️ Use forms with caution: Forms are shared resources in your organization, meaning that one single form can be used in multiple different care flows at the same time.
Note that any edits to a form will affect all care flows that use it.