--- title: "Copy Flow steps" slug: "copying-flow-steps" updated: 2026-08-13T14:49:29Z published: 2026-08-13T14:49:29Z canonical: "support.whatfix.com/copying-flow-steps" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Copy Flow steps Whatfix enables you to copy steps from one Flow to another, to help you reuse previous efforts and reduce the need to repeatedly recreate the same steps. This is useful when the processes or tasks in your application have a few similar steps. Flow steps can be copied and inserted at any point in the flow. Expand the following accordions for more details: **Copying steps to a new Flow** Use the following steps to copy the steps to a new Flow: 1. Open the desktop application where you'd like to create the Flow and then launch the Whatfix Desktop Studio. 2. Click **Flow**.![clm_Studio_flows](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_Studio_flows.png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A04%3A33Z&se=2026-10-30T04%3A04%3A33Z&sr=c&sp=r&sig=JCqd5%2B7Rs8FxunXDAam9QmN7McGh0ag1JNdHap16kF0%3D) 3. Enter the name of the Flow as you want it to be displayed to your users. ![Editor_flow_name6](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Editor_flow_name%286%29.png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A04%3A33Z&se=2026-10-30T04%3A04%3A33Z&sr=c&sp=r&sig=JCqd5%2B7Rs8FxunXDAam9QmN7McGh0ag1JNdHap16kF0%3D) 4. On **+ Add Step**, click the dropdown icon, and then click **Copy Steps**. ![Editor_flow_copy_steps](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Editor_flow_copy_steps.png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A04%3A33Z&se=2026-10-30T04%3A04%3A33Z&sr=c&sp=r&sig=JCqd5%2B7Rs8FxunXDAam9QmN7McGh0ag1JNdHap16kF0%3D) 5. Select the Flow from which you want to copy the steps. ![Editor_flow_copy_flow1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Editor_flow_copy_flow%281%29.png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A04%3A33Z&se=2026-10-30T04%3A04%3A33Z&sr=c&sp=r&sig=JCqd5%2B7Rs8FxunXDAam9QmN7McGh0ag1JNdHap16kF0%3D) 6. Select the steps that you want to copy in the current Flow. ![Editor_flow_copy_flow_steps](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Editor_flow_copy_flow_steps.png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A04%3A33Z&se=2026-10-30T04%3A04%3A33Z&sr=c&sp=r&sig=JCqd5%2B7Rs8FxunXDAam9QmN7McGh0ag1JNdHap16kF0%3D) > [!NOTE] > Info > > Steps can only be selected as a sequence. If you select step 1 and then try to select step 4, then all steps in-between are also selected. 1. Click **Copy**. ![Editor_flow_copy](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Editor_flow_copy.png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A04%3A33Z&se=2026-10-30T04%3A04%3A33Z&sr=c&sp=r&sig=JCqd5%2B7Rs8FxunXDAam9QmN7McGh0ag1JNdHap16kF0%3D) 2. Copying steps to an existing Flow. **Copying steps to an existing Flow** Use the following steps to copy the steps to an existing Flow: 1. On the Whatfix Guidance dashboard, click **Content**. ![ia_left_nav_content](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_content.png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A04%3A33Z&se=2026-10-30T04%3A04%3A33Z&sr=c&sp=r&sig=JCqd5%2B7Rs8FxunXDAam9QmN7McGh0ag1JNdHap16kF0%3D) 2. Click **Flows**. ![ia_left%20nav_flows](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left%20nav_flows.png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A04%3A33Z&se=2026-10-30T04%3A04%3A33Z&sr=c&sp=r&sig=JCqd5%2B7Rs8FxunXDAam9QmN7McGh0ag1JNdHap16kF0%3D) 3. Hover your cursor over the Flow you want to update, and then click the **Edit** icon. ![Desktop_Click_edit](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Desktop_Click_edit.png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A04%3A33Z&se=2026-10-30T04%3A04%3A33Z&sr=c&sp=r&sig=JCqd5%2B7Rs8FxunXDAam9QmN7McGh0ag1JNdHap16kF0%3D) 4. Click **Launch live edit**. ![Dashboard_flow_launch_live](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_flow_launch_live.png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A04%3A33Z&se=2026-10-30T04%3A04%3A33Z&sr=c&sp=r&sig=JCqd5%2B7Rs8FxunXDAam9QmN7McGh0ag1JNdHap16kF0%3D) 1. Once the Studio launches on your application, go to the step where you want to insert the copied steps. 2. On the Studio, click the action menu, and then click **Copy Before** or **Copy After** option, depending on where you want to insert the steps. ![Editor_flows_copy_before_after](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Editor_flows_copy_before_after.png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A04%3A33Z&se=2026-10-30T04%3A04%3A33Z&sr=c&sp=r&sig=JCqd5%2B7Rs8FxunXDAam9QmN7McGh0ag1JNdHap16kF0%3D) 3. Select the Flow from which you want to copy the steps. ![Editor_flows_open_flow](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Editor_flows_open_flow.png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A04%3A33Z&se=2026-10-30T04%3A04%3A33Z&sr=c&sp=r&sig=JCqd5%2B7Rs8FxunXDAam9QmN7McGh0ag1JNdHap16kF0%3D) 4. Select the steps that you want to copy from the current Flow. ![Editor_flows_select_steps](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Editor_flows_select_steps.png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A04%3A33Z&se=2026-10-30T04%3A04%3A33Z&sr=c&sp=r&sig=JCqd5%2B7Rs8FxunXDAam9QmN7McGh0ag1JNdHap16kF0%3D) > [!NOTE] > Info > > Steps can only be selected as a sequence. If you select step 1 and then try to select step 4, then all steps in-between are also selected. 1. Click **Copy**. ![Editor_flows_flow_step_copy](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Editor_flows_flow_step_copy.png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A04%3A33Z&se=2026-10-30T04%3A04%3A33Z&sr=c&sp=r&sig=JCqd5%2B7Rs8FxunXDAam9QmN7McGh0ag1JNdHap16kF0%3D) 2. Once the copied steps are added, click **Save Flow**. ![Editor_flow_copy_save_flow](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Editor_flow_copy_save_flow.png?sv=2026-02-06&spr=https&st=2026-10-30T03%3A04%3A33Z&se=2026-10-30T04%3A04%3A33Z&sr=c&sp=r&sig=JCqd5%2B7Rs8FxunXDAam9QmN7McGh0ag1JNdHap16kF0%3D)