How Do I Copy and Paste a Step in Workflow?

Often as you're creating steps in a Workflow, you may find that you have several steps that are very similar to each other in structure - so it makes sense to copy one and make edits within the copy rather than starting an entirely new step each time. You can easily copy and paste steps within workflow to help speed up your build. 

Windows PC

• Click on the step you wish to copy within the Workflow. 
• Once the step details open in the panel, be sure to click on the step within the workflow again so that the step itself is selected; and not the fields within the details panel. 
• Press CTRL + C to copy the step. A tooltip will appear to indicate the step has been copied to the clipboard. 
  • You must use the keyboard shortcut to copy the step, there is no equivalent when right-clicking.
• Press CTRL + V to paste the step. Once it has been copied, you can drag the step to the location you would like it and edit it as needed.

Mac

• Click on the step you wish to copy within the Workflow. 
• Once the step details open in the panel, be sure to click on the step within the workflow again so that the step itself is selected; and not the fields within the details panel. 
• Press ⌘ + C to copy the step. A tooltip will appear to indicate the step has been copied to the clipboard.  
  • You must use the keyboard shortcut to copy the step, there is no equivalent when right-clicking.
• Press ⌘+ + V to paste the step. Once it has been copied, you can drag the step to the location you would like it and edit it as needed.

Note: This also works between apps as well! In order to copy a Workflow step from one app to another, open a separate tab or window in the same browser and navigate to the additional app you want to copy a step into, and you can copy steps between the two of them.

For more information, see the following article(s):

• Creating a Workflow