Ability to edit workflow automation templates

Rob Farias
Rob Farias Posts: 3

We only have 4 people in our office who are all admin users. I create all the templates and workflows but at the minimum it would be nice if there was a way to clone them so they could use them for there own templates. 

1 votes

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited April 29 #2

    Hi @Rob Farias , thank you for your suggestion! 

    Currently it is indeed possible to duplicate automations, but not to make them accessible to other users or to "pass them over" to them. I will relay your suggestion to our team for consideration.

    Meanwhile, if your end goal is to have a certain automation run no matter which user performs the action that triggers it, all you have to do is make sure that the automation is set to "Triggered by any user".