Xerox SmartSend Support & Software User Guide

Distribution Workflows

SMARTsend
Document Name

28

Creating a Workflow from an Existing Workflow

Sometimes a new workflow may be needed that is similar to an existing workflow, except that a 
different document destination or some other property of the workflow needs to be altered. Rather 
than creating a new workflow, you can make the needed changes to the existing workflow and save it 
under a different name. 

1.

Navigate to the User Home Page and click View All Workflows.

2.

From the list of workflows in the Workflow Explorer select the workflow that you want to use as the 
basis of the new workflow.

3.

Click Edit this workflow from the Workflow Tasks list on the left side. The Save Workflow page will 
be displayed. 

4.

Before making any other changes, you should rename the workflow. Change the workflow name 
and click Save As. The Workflow Explorer window will be displayed, and the new workflow will now 
be in the list of workflows. This workflow is identical to the workflow on which it was based, except 
that it now has a different name. 

5.

To make additional changes, follow the steps in 

6.

Note: 

In order to create a new workflow from an existing one, you must edit the existing 

workflow. See 

on page 29 for information on editing a workflow.

Note: 

If you are saving the workflow of another user, you will need to add credentials for the 

destinations. The workflow always uses the credentials of the owner. If you do not add new 
credentials at the time you create the workflow, you will be prompted to add them when 
the workflow is published. See 

on page 20 for information on adding 

credentials.