Duplication is different from sharing
Duplication creates a copy of the automation in either your current organization or another organization to which you have access. Sharing an automation however, gives another person (or everyone in your organization) access to your automation. When shared, a change made by one person will affect all users who have access to the automation.

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Duplicating an Automation

To duplicate an automation, first navigate to the Library menu item in your Pinkfish dashboard. Once there, click the Duplicate icon from the Action column. Alternatively you can open the automation you wish to duplicate and click the options menu (⋮) in the upper right corner of that automation and select Duplicate from the dropdown menu.

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Duplicate to your current organization:

  • Select the organization that you would like to duplicate this automation to; in this case we will keep the default selection of “Selected Org” (see below for Other Orgs)
  • Give this duplicate copy a name (by default we append “Copy of” to the original automation name)
  • Review the automation attributes that will be duplicated
  • Click Duplicate

What Gets Duplicated?

  • The duplicated automation will have a new unique identifier (ID), but will retain the same organization and owner as the original.
  • The following automation elements are copied when creating a duplication:
    • Automation name (with “Copy of” appended)
    • Automation steps
    • Connections
    • Chat
    • Test Inputs

What Is Not Duplicated?

  • Triggers
  • Files

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Duplicating to Other Organizations

The steps for duplicating to other organizations are similar, with these key differences:

  • When the configuration modal appears, choose “Other Orgs”. This will allow you to duplicate the automation to other organizations that you have added to Pinkfish.
    • Give this copy a name (by default we append “Copy of” to the original name)
    • Review the automation attributes that will be duplicated
  • Note: When duplicating to Other Orgs the organizational ownership of this copy will change to be owned by the selected organization.
  • Click Duplicate

What Gets Duplicated?

  • The duplicated automation will have a new unique identifier (ID), a new organization (based on selection), but will retain the same owner as the original.
  • The following automation elements are copied when creating a duplication:
    • Automation name (with “Copy of” appended)
    • Automation steps
    • Test Inputs

What Is Not Duplicated?

  • Triggers
  • Files
  • Connections

Important notes about connections specific to automation duplication:

  • The duplication will not have access to connections configured for the original automation.
  • On first use of the duplication, a modal will be displayed that prompts the user to reconfigure the associated connections.