{"id":1082,"date":"2026-03-16T08:18:53","date_gmt":"2026-03-16T08:18:53","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&#038;p=1082"},"modified":"2026-03-16T08:18:53","modified_gmt":"2026-03-16T08:18:53","password":"","slug":"how-to-copy-workflow-to-another-sub-account","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/docs\/how-to-copy-workflow-to-another-sub-account\/","title":{"rendered":"How to Copy Workflow to another Sub-Account?"},"content":{"rendered":"<h3 class=\"fd-toc\" data-identifyelement=\"529\"><span dir=\"ltr\" data-identifyelement=\"531\"><strong dir=\"ltr\">Copy to Sub-Account<\/strong><\/span><\/h3>\n<p dir=\"ltr\"><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155010518416\/original\/qkFg8Hcug6YAH4mmV0H5gBVYDGb48UQG8A.png?1697704090\" data-attachment=\"[object Object]\" data-id=\"155010518416\" data-index=\"0\" \/><\/p>\n<h3 class=\"fd-toc\" data-identifyelement=\"529\"><span dir=\"ltr\" data-identifyelement=\"531\"><strong dir=\"ltr\">Select Sub-Account<\/strong><\/span><\/h3>\n<p><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155010415170\/original\/Qik7rpWoi8n9fvpnlFjEj5CDfAvXX_hTfw.png?1697624900\" data-attachment=\"[object Object]\" data-id=\"155010415170\" data-index=\"1\" \/><\/p>\n<ul>\n<li dir=\"ltr\"><span dir=\"ltr\" data-identifyelement=\"531\">Only the sub-accounts that the logged in user has access to will be listed here<\/span><\/li>\n<li dir=\"ltr\"><span dir=\"ltr\" data-identifyelement=\"531\">On submit, the workflow will be copied to the selected sub-account<\/span><\/li>\n<li dir=\"ltr\"><span dir=\"ltr\" data-identifyelement=\"531\">The workflow copied to other sub-account will be in draft state by default<\/span><\/li>\n<\/ul>\n<h3 dir=\"ltr\"><strong dir=\"ltr\">Copy Workflow History<\/strong><\/h3>\n<p><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155010518546\/original\/4ry62KeHcXiu5vXe9NT5pJTThrk6Y3F0_Q.png?1697704113\" data-attachment=\"[object Object]\" data-id=\"155010518546\" data-index=\"2\" \/><\/p>\n<h3 dir=\"ltr\"><strong dir=\"ltr\"><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155010519090\/original\/aVbb3PlFS79ZBM_TCDW4zaHMW4E1KOCO4g.png?1697704277\" data-attachment=\"[object Object]\" data-id=\"155010519090\" data-index=\"3\" \/><\/strong><\/h3>\n<ul>\n<li dir=\"ltr\">The history of workflows copied to another sub-account are listed with current status for each log<\/li>\n<\/ul>\n<h3 dir=\"ltr\"><strong dir=\"ltr\">Copy Workflow History Details<\/strong><strong dir=\"ltr\"><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155010519268\/original\/d9HUFyhGw5OGjnZXrCyVyVNSYNOtOfqrnQ.png?1697704365\" data-attachment=\"[object Object]\" data-id=\"155010519268\" data-index=\"4\" \/><\/strong><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155010519423\/original\/GiPLiUp3Ox0fo5TG4fKRr_R-grQ6G_JBpA.png?1697704386\" data-attachment=\"[object Object]\" data-id=\"155010519423\" data-index=\"5\" \/><\/h3>\n<ul>\n<li dir=\"ltr\">If any error while copying, you can debug by clicking on that particular history to view detailed info<\/li>\n<\/ul>\n<h3 dir=\"ltr\"><strong dir=\"ltr\">What happens to the assets while copying workflow?<br \/>\n<\/strong><\/h3>\n<p dir=\"ltr\">The following assets in the workflow will be copied while copying a workflow to another sub-account:<\/p>\n<ul>\n<li dir=\"ltr\">Contact Tags<\/li>\n<li dir=\"ltr\">Contact Custom Fields (The field type should be same)<\/li>\n<li dir=\"ltr\">Sub-Account Custom Values<\/li>\n<li dir=\"ltr\">Opportunity Custom Fields<\/li>\n<li dir=\"ltr\">Opportunity Pipelines &amp; stages<\/li>\n<li dir=\"ltr\">Email\/SMS &#8211; text templates<\/li>\n<li dir=\"ltr\">Email builder templates (coming soon)<\/li>\n<\/ul>\n<p dir=\"ltr\"><span dir=\"ltr\"><strong dir=\"ltr\">Note: All the other assets or references will be cleared\/removed from the workflow before copying to the selected sub-account.<\/strong><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Copy to Sub-Account Select Sub-Account Only the sub-accounts that the logged in user has access to will be listed here [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[17,46],"doc_tag":[],"class_list":["post-1082","docs","type-docs","status-publish","hentry","doc_category-automation-workflows","doc_category-workflow-builder"],"year_month":"2026-09","word_count":160,"total_views":"33","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Automation &amp; 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