Copy Actions to Other Workflows

Overview

The Copy Actions feature allows you to duplicate workflow actions from one workflow into another without rebuilding steps manually. This saves time, ensures consistency across workflows, and minimizes errors when replicating complex automation processes in PXME.

Key Features and Benefits

• Cross-Workflow Copying – Copy actions between different workflows within the same account.

• Single or Multiple Actions – Copy one action or an entire sequence of steps.

• Fast Pasting – Paste actions into another workflow instantly, even when switching tabs.

• Multiple Paste Capability – Copied actions remain in the clipboard for 15 minutes, allowing you to paste into multiple workflows.

• Error Reduction – Prevent mistakes that often occur when manually recreating steps.

How to Copy Actions

1. Open the workflow containing the actions you want to copy.

2. Click the three-dot menu next to the action.

   • Select Copy Action for a single step.

   • Select Copy All Actions From Here to copy that action plus all following actions.

3. Navigate to your target workflow (same tab or new tab).

4. Choose one of two pasting options:

   • Quick Paste – Click the Quick Paste button next to the + button to insert actions.

   • Paste Below – Use the three-dot menu on another action and select Paste Below.

5. Review and validate the pasted actions.

6. Save your workflow.

Pro Tips

• Organize Before Copying – Arrange actions logically before copying to make pasting smoother.

• Use the Clipboard Window – Since copied actions are available for 15 minutes, paste them into all needed workflows within that timeframe.

• Check Custom Values – Review any custom values or placeholders to ensure they fit the target workflow.

• Test After Pasting – Run a quick test to confirm actions function properly after being pasted.

FAQ

Q: How long do copied actions remain available for pasting?
A: Copied actions stay in the clipboard for 15 minutes.

Q: Can I copy actions from a published workflow?
A: Yes, you can copy actions from both draft and published workflows.

Q: Will pasted actions include all settings and customizations?
A: Yes, all configurations are preserved when actions are copied.

Q: Can I edit pasted actions after inserting them?
A: Absolutely. Once pasted, actions can be modified just like any other workflow step.