Cloning and Importing Workflows

As your library of workflows grows, you'll often need to reuse, replicate, or transfer logic between environments or forms. The Kinetic Platform supports both cloning (for quick duplication) and exporting/importing (for moving workflows across spaces or instances).

Cloning a Workflow Tree

Cloning is helpful when you want to start from an existing tree but make small changes without rebuilding from scratch.

How to Clone a Tree (Global Workflow):

1. Navigate to Build > Workflow at the Space level.
2. Select the Trees tab
3. Locate the workflow you want to clone and select ... > Clone.
4. In the Clone Tree dialog:
   • Enter a new name for the tree
   • Update the Source or Source Group if necessary.
5. Click Clone
6. The cloned workflow will open in the Workflow Builder, where you can make any necessary edits.
7. Click Save to finalize your new workflow.

✅

Use cloning to experiment, create test variations, or spin up similar processes faster.

Cloning a Workflow from the Form Level

You can also clone workflows tied to specific forms.

When you clone a form-level workflow, you'll be asked to:

• Name the new workflow
• Optionally move it to a different form or even a different kapp

The event trigger remains the same, but this lets you reuse logic across forms without starting over.

Example Use Cases:

• Cloning an onboarding workflow from HR to reuse for IT
• Creating form-specific variations of a standard approval process
• Scaling a submission-to-ticket pattern across kapps

🔄

Fastest way to replicate consistent behavior across forms with slight customizations.

Exporting and Importing Workflows

You can export any workflow, global, tree-based, or form-level, and import it into another Space or environment.

Exporting a Workflow:

1. From the workflow list (tree or form-level), locate the one you want to export.
2. Click Actions > Export.
3. In the Export dialog:
   • Click Download to save the .xml file locally, or
   • Click Copy to copy the XML content to your clipboard.

Importing a Workflow:

1. Navigate to the Build > Workflow area of the Space or Form where you want to import.
2. Click Import Tree or Import Workflow, depending on context.
3. Choose one of the following:
   • Drag and drop a .xml or .json file
   • Browse your computer for the file manually
4. Click Import to create the new workflow

📎

Supported file types: .xml and .json

🌍 This import method works for trees, global workflows, and form-level workflows alike.

Best Practices

• Give cloned/imported workflows clear, versioned names (e.g., Submission Closed v2)
• After importing, always validate parameters and connections in the Workflow Builder
• Use import/export to promote workflows between environments or standardize logic across teams
• When cloning form workflows, check that the destination form has compatible fields and schema

What’s Next?

• Using Parameters and Dynamic Data
• Versioning Workflows and Routines
• Debugging with the Runs Tab