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How to Clone Workflows and Reorder actions

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This article explains how to clone an entire workflow or an individual action, and how to reorder actions within a workflow.

Cloning a Workflow or Action

 

Clone an entire workflow

  1. Click the three dots next to the workflow's Enabled or Disabled toggle on the workflow builder page.
  2. Select Clone Workflow from the dropdown menu.

The three-dot menu on the workflow builder page, showing View History, Clone Workflow, Reorder Actions, and Delete Workflow.

A duplicate of the workflow is created, which you can modify as needed.

 

 

Clone an individual action

  1. Click Clone next to the action you want to duplicate.

The action is duplicated so you can reuse and customize it.

 

 

Reordering Actions

Note: Reorder Actions is only available while the workflow is disabled. If the workflow is enabled, disable it first using the toggle next to its name.

  1. Click the three dots next to the workflow's Disabled toggle on the workflow builder page.
  2. Select Reorder Actions.

The three-dot menu with Reorder Actions available — this option only appears while the workflow is disabled.

  1. In the confirmation dialog, click Continue. Rearranging actions can affect the current flow, so review your workflow before continuing.
  2. Drag each action by its handle to rearrange it in the order you want.

The Reorder Actions panel, with drag handles next to each action and a "How reorder works?" explainer expanded on the right.

  1. Click Close Reorder when you're done.

Changes save automatically.

Note: Actions run in the order they're saved in. Reordering supports both parent actions and any nested sub-actions.

Note: If an action depends on a field from an action you've moved, HappyFox Workflows flags it with a warning icon and a Missing fields popover listing the affected field, with a Click here to fix link. If you try to save the reorder without fixing it, a dialog asks you to confirm — click Proceed anyway to save regardless, or Cancel to keep adjusting.

A "Missing fields" warning on an action affected by reordering, showing the field that needs attention.

You can now clone workflows and actions, and reorder actions to change their execution sequence. Next, learn how to add an action to a workflow to configure any action you've added or cloned.