How to Move Workflows between Organizations

Here's how to transfer a workflow from one organization account to another:

If you have access to workflows in both the SOURCE and DESTINATION organizations:

  1. Open the workflow you want to move.
  2. Go to Tools > Change Organization
  3. From the drop-down, select the Organization that you would like to move the workflow to:

Please note: Once you move the workflow, you'll want to use the Assign Collaborators tool to give access to the workflow to any other authors/editors in the new organization.


If you only have access to workflows in the SOURCE organization:

  1. Open the workflow you want to move.
  2. Go to the Assign Collaborators tool, and invite someone with an account in the TARGET organization to be an Administrator on your workflow.
  3. Have them use the Settings tool (see above) to move the workflow.
     

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