1.3 - Cloning a Workflow or Customer List - Vantage Customer Experience

Vantage Customer Experience User Guide

prodname
Vantage Customer Experience
vrm_release
1.3
created_date
December 2020
category
User Guide
featnum
B035-3800-099K
You can clone workflows or customer lists either of two way.
Shallow cloning
Creates a duplicate workflow or customer list for use in other calculation models where child items (data integrations, rules, and sub-workflows or sub-customer lists) are shared with the original workflow or customer list.

Changes made to the child items affect both the original and cloned workflows or customer lists.

Deep cloning
Creates a copy of a workflow or customer list and all child items as a basis for a new workflow or customer list.

Changes made to cloned child items do not affect the original workflow or customer list or its child items.

If you clone a workflow or customer list that includes workflow-level or customer list-level variables, the variables are duplicated in the cloned workflow or customer list.

  1. Choose one the following options:
    Option Action
    Clone a workflow Select "" > Data preparation > Workflows.
    Clone a customer list Select "" > Customer list.
  2. Select "" > Clone.
  3. Select one of the following options:
    Option Steps
    Create a workflow where the child items are shared with the original workflow
    1. Select Shallow Clone.
    2. Enter a New workflow name then select Clone Workflow.
    Create a complete workflow that includes copies of the child items
    1. Select Deep Clone.
    2. Enter a New workflow name then select Next.
    3. Enter a Prefix or Suffix. You can use either or both options.
    4. Select Clone Workflow.
    Create a customer list where the child items are shared with the original customer list
    1. Select Shallow Clone.
    2. Enter a New customer list name, then select Clone Customer List.
    Create a complete customer list that includes copies of the child items
    1. Select Deep Clone.
    2. Enter a New customer list name, then select Next.
    3. Enter a Prefix or Suffix. You can use either or both options.
    4. Select Clone Customer List.