Revised 10/1/2025
Creating a Process Workflow from a Workflow Template in Power Apps
To build a workflow using a workflow template in Dynamics 365 Power Apps, you can follow these general steps. This process is especially useful when you want to replicate or extend an existing workflow within the same entity. The following outlines akoyaGO's best practices for utilizing our out-of-the-box templates.
Create a New Workflow from the Template
- Go to the Process in Power Apps.
- Make sure the template you are using to create the workflow is "On"/"Activated"/"Enabled".
- If the template is disabled, it will not show up in the list of templates to choose from in the following steps.
- Click New to create a new process.
- Choose:
- Process Name
- Category: Select Workflow
- Entity: Must match the entity of the template
- Select “New process from an existing template”
- Choose the template from the drop-down menu.
Customize the New Workflow
- The new workflow will be a copy of the original.
- You can now modify steps, conditions, and actions as needed.
Activate the New Workflow
- Once your changes are complete, activate the workflow to make it live.