Trackline
Duplicating a template
Reuse a process that already works without touching the original.
When you need a process almost identical to one you already have — the same supplier onboarding but for another country, or another product family — there is no need to rebuild it: duplicate it and edit the copy.
How to do it
- 1
Go to Trackline → Schemas.
- 2
On the schema's row, open the three-dot menu.
- 3
Click "Duplicate".
- 4
Rename the copy to something that tells it apart from the original.
When to duplicate and when not to
| Situation | What to do |
|---|---|
| A variant by sector, country or product family | Duplicate and edit |
| The process has changed for everyone | Edit the original, do not duplicate |
| You want to try a change safely | Duplicate, test on the copy, then decide |
| One client asks for something different | Add it to their running case, do not create a schema |
Watch out
Duplicating copies the structure, not the cases. Anything already running keeps the version it was created with.
›Does the copy inherit changes to the original?
No. From the moment you duplicate, they are independent.
›Can I duplicate a copy?
Yes, as many times as you like.
›Are participants copied too?
The structure of who is asked for what is copied; the specific contacts are chosen when you run it.
A real case
The situation
A food business needs the same supplier onboarding but asking importers for a certificate of origin.
What you do
- Duplicates "Supplier onboarding"
- Renames it to "Supplier onboarding — imports"
- Adds the certificate of origin request
What you get
Two processes side by side, and the original keeps working for domestic suppliers.
The situation
The good template is edited for a one-off variant.
What you do
- Duplicates it and edits the copy
What you get
The original still serves the usual case.
The situation
There are four copies with the same name.
What you do
- Names each copy after the case it solves
What you get
Nobody launches from the wrong one.
The situation
An improvement is applied to only one copy.
What you do
- Decides which is the main one and updates the rest
What you get
Variants do not fall behind for good.
The situation
It is duplicated for a client who asks for one extra document.
What you do
- Adds only that document in the copy
What you get
The difference is visible at a glance.
The situation
Unused copies pile up.
What you do
- Archives those not launched in months
What you get
The template list stays readable.
This article answers
- duplicate a process in trackline
- copy an existing template
- make a variant of a process
- reuse a schema for another client