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"Save As.." Make a copy of workflow without saving over?

  • September 11, 2018
  • 1 reply
  • 55 views

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I was told when I inherited the Nintex workflows and forms that I cannot "Save As" and can only save over the same workflow and form?  Is this true? I would like to be able to save a copy so when I make drastic changes I can go back to the version that worked...

Best answer by xMikeX

Hello,

You can always export the workflow template from within the designer, so that you have a snapshot of it and then import it in case you screw something up (it'll restore it to that point in time when the snapshot was taken).   I suggest exporting it any time you make a fair amount/important change to your workflow just to be safe.  This is great way to ensure you won't lose it in case it ends up getting deleted.

Thanks

Mike

1 reply

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  • 796 replies
  • Answer
  • September 12, 2018

Hello,

You can always export the workflow template from within the designer, so that you have a snapshot of it and then import it in case you screw something up (it'll restore it to that point in time when the snapshot was taken).   I suggest exporting it any time you make a fair amount/important change to your workflow just to be safe.  This is great way to ensure you won't lose it in case it ends up getting deleted.

Thanks

Mike