Monday, February 23, 2009 10:52 PMI have a workflow for leads for assigning the owner of lead. I need the same workflow for accounts, too. Since the workflow is rather long I don't want to manually duplicate it. Is there a way to copy the wokflow for the lead and use it for accounts?
Tuesday, February 24, 2009 9:42 AMYou'll need to do the following.1- Export your workflow.2- Make the follwoing changes to the workflow in the customizations.xml file.a- Change the workflow name and all references to the old name.b- Change the value in the EntityDependency Tag.3- Ensure that the original workflow is not published before you import the new workflow.NOTE: I've only done this for workflows that do not have lots of references to the EntityDependency. e.g. if you export a sales process that references opportunity and try to run it for an account it would not work and you will get warning messages.Give the above a try and tune according to your requirements. Make sure you try this in a test environment and not the live server.H.
- Proposed As Answer by Hassan Hussain Tuesday, February 24, 2009 9:43 AM