ClearForms makes it easy to clone (copy) any public workflow in our system. This could be one you or one of your colleagues made, one created by another government, or by the ClearForms team.
Cloning a workflow makes it easy to take something that another government has already implemented, tested, and refined, copy it, and then customize it for your own use.
Cloning and then customizing one of ClearForms' workflow templates can be easier than starting from scratch, especially the first time you create a workflow on ClearForms. You can always use our chat function to ask our team if there's a workflow already in our system from another government that we can share with you, or check out our Workflow Templates page and find one yourself.
You can clone a workflow at any time by visiting the Start page when you're logged in with an admin/ government account on ClearForms. When you are, click the "More" link and you'll see a "Clone this workflow" option.
Not seeing the "clone" option on your own workflow? Please note that if your workflow is set to "Private" you will need to temporarily change those settings in order to clone a workflow, even if it's yours!
Sometimes you want to clone something you made yourself. You might want to restart the same process each year, if any components of it change each year (of course, you can also just update the same workflow). Or you might have several different business license types, and want to use the same basic structure for all (although in that case, you might want to use just one workflow and include logic features to accommodate multiple types of licenses in one workflow).
Once you've cloned a workflow, you decide which Team it should be in and can customize it however you like. This includes adding in new staff as reviewers, changing the order of steps or questions, and modifying it the way you would any other workflow.
Let us know if you end up using a cloned workflow from another government!