Add ability to duplicate workflows

[benoiteveillard]

Description

Currently, email templates can be duplicated using the duplicate icon in the templates list, but workflows do not have this functionality. This makes it difficult to create similar workflows with different triggers.

Current Behavior

• Email templates have a duplicate button (copy icon) in the templates list
• Workflows do not have a duplicate option
• To create a similar workflow, users must rebuild it from scratch

Expected Behavior

Workflows should have a duplicate button similar to email templates, allowing users to:

• Duplicate an existing workflow with all its steps and connections
• Modify only the trigger or specific steps in the duplicated workflow
• Save time when creating similar automation flows

Use Case

When creating multiple workflows with similar logic but different triggers (e.g., different event types like demo_request, newsletter_signup, etc.), being able to duplicate and only change the trigger would significantly improve productivity.

Impact

• Forces users to manually recreate entire workflows from scratch
• Time-consuming when building similar automation flows
• Cannot easily change the trigger in an existing workflow (not currently possible in the workflow builder)
• Poor user experience compared to the template duplication feature

Proposed Solution

Add a duplicate icon/button in the workflows list (similar to templates) that:

1. Creates a copy of the workflow with all steps and connections
2. Assigns a default name like "Copy of [Original Workflow Name]"
3. Sets the duplicated workflow to "Inactive" by default to prevent accidental triggers
4. Allows users to edit the trigger and other settings before activating

[hemanth5544]

@driaug can i pick this?

[driaug]

This is quite a big change since you cannot currently change the trigger of a workflow. Duplicating in itself is not that hard but changing the trigger might need some more research and safeguards.

[hemanth5544]

@driaug Thanks for the insight! happy to handle the research and safeguards if needed

[driaug]

Let's first look into if we can reliably change the trigger event of a workflow before tackling this one. That breaks it up in smaller changes. There are already some safeguards so you cannot change an active workflow so I think it should be possible.

[hemanth5544]

That makes sense 👍
I can start by investigating whether we can reliably change the trigger on an inactive workflow and see what’s needed there. Once that’s solid, we can build duplication on top of it. I’ll share findings if any thing else stuck in btw