Overview
Instead of building a similar node from scratch, you can copy an existing node within an inactive workflow and reuse it elsewhere in the same workflow — then adjust just what's different.
Note: Copy and paste is available only within the same inactive workflow. See Important limitations below.
You can copy a node when you want to reuse an existing configuration and make only a few changes — for example, when you:
- Need a similar Email or SMS with different content.
- Want to reuse an existing node's configuration across multiple parts of a workflow.
- Want to create a variation of an existing action without rebuilding it.
- Want to reuse a complex node configuration that would take time to recreate.
- Want to reuse an existing Path or Split structure with some changes to its rules or branches.
Copying a node keeps its existing configuration, so you only need to make the changes required for the new use case.
How it works
What gets copied
When you copy a supported node, the copy retains its:
- Custom node name
- Configuration and settings
- Email or SMS content
- Alerts
- Other supported configuration
You can modify the copied node as needed after pasting it.
Copying a node with minor changes
If a new node is largely the same as an existing one, copy the existing node instead of creating a new one.
Example: If you have an SMS configured for one audience and need a similar SMS for another, copy the node and update the message or other settings while keeping the rest of the configuration. This saves time when a workflow has repeated or similar actions.
Copying a Path or Split
You can copy Path and Split nodes. When you do, Sense copies the entire Path or Split group — including all of its branches — as a single unit. Individual branches can't be copied separately. This is useful when you want to reuse an existing branching structure and change some of its rules or actions.
Steps to Copy and Paste a Node
- On the node you want to copy, click the ⋮ (more options) icon in the top-right corner of the node.
- Select Copy this Node from the menu. (The same menu also offers Rename Node and Delete Node.)
- You’ll see a confirmation message in the bottom-left corner, such as “#A1 Email copied to clipboard.” It includes options to View Node or Clear Clipboard.
- Click the + button where you want to add the copied node — for example, on the arrow between two existing nodes.
- Select Paste Copied Node(s) from the menu.
The copied node is added at that point in the workflow, retaining its configuration. You can then rename it or edit any details as needed.
Which nodes can I copy?
Copy and paste is supported for most workflow nodes. These nodes cannot be copied:
- Candidate Matching
- Smart Schedule
- For Each
Important limitations
- Copy and paste is supported only within the same inactive workflow.
- Nodes cannot be copied from one workflow to another.
- Path and Split groups are copied as a complete group; individual branches cannot be copied independently.
- Variables that aren't available at the destination must be replaced before the node can be pasted.