Ability to copy workflows from one account to another and include on a snapshot
complete
M
Marlon Marescia
I would like to copy a workflow from one account to anotherI would like to include a workflow in a snapshot. At the moment when there is a workflow in a snapshot it is not copied over to the new account.
HIGHLVL-I-3348
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L
Lasse Borgos
...this is mind boggling - please help ease my mind by explaining the rationale to develop the "clone" functionality everywhere but then stop at "workflows"??!!
W
Wes Eaton
HOW TO
GOHIGHLEVEL Workflow Cloning Automation for All Your Sub-Accounts (Locations)
This will save you or your company tones of hours of work
- Create the webhook in the workflow of a sub-account
- Create a snapshot of that account
- Create a new sub-account
- Copy and load the snapshot into the new sub-account skipping all the features and leaving only the workflow.
- Create a snapshop of the new sub-account
- Create an API integration to autoload the new-account snapshot for all your subaccount.
+234 8zero5 0831884
L
Lisa at Online Solutions
This is not "Complete"...
J
Joe C Fiorino Jr
It says complete, but it doesn't exist. Why is this not a function?
G
Geoffrey Clausen
Please do this
B
Brennan Palmer
I agree. This needs to be done ASAP
M
Matei Rusnac
still nothing in 2023?
H
Harvey Swayne
Has this been resolved?
S
Suresh Babu Sakthi
complete
T
Thibault Weber
Suresh Babu Sakthi: does this mean there is a feature available? or will it come later?
Core Platform
Thibault Weber: Yes, could you check the snapshot and If you have any other use case kindly let us know here
T
Thibault Weber
Core Platform: is there a way to do this to multiple sub accounts at the same time? or do we have to go in each one? if the latter is the case, would be nice to add that option to mass copy.
G
Gold Key Home Buyers
Suresh Babu Sakthi: Could you please provide the guide on how to use it?
Core Platform
Gold Key Home Buyers here's the support doc link
Core Platform
Thibault Weber: here's the support doc link
J
Joe Solano
Core Platform: The issue is one of usability, if you have 1 or 2 workflows among lots of workflows that you want to copy from account to account, it is a laborious task and potentially error prone to go through and manually select workflows from the snapshot UI. If you have more than a small number of sub accounts to publish to the process is potentially more dangerous as it could overwrite even more. I realize that the snapshot application process will catch conflicts but the UI of selecting the specific workflows to copy can be error prone. Doing the copy from the specific workflow eliminates this issue and makes the process of performing the copy less error prone.
M
Michael Walker
Core Platform: Hey there! There's an important feature missing here – the ability to copy 1 workflow to 1 location without going through the full "Snapshot" process.
It'd be great if we could copy them as easily as we'd copy a funnel between Locations.
J
John M
Michael Walker: thought that's what this was
L
Lainey Miceli
Please add this ability ASAP!!! I have a database of 100s of workflows and I need to be able to copy multiple Workflows into different subaccounts but never the same ones for each subaccount which is why a snapshot won't work for me.
N
Nathan bob
Lainey Miceli: Did you ever find a solution
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