Add a “Create From Existing” Flow

An often-overlooked flow in many applications is the “create from existing” flow, and the ability to create templates. Whatever your user is dealing with in the app—customers, orders, or really any repetitive task—you should offer a “create from existing” flow if possible.

When given a chance to re-use work that they have meticulously created, this simple flow is a massive time saver and productivity boost for the user.

Selecting “create from existing,” “duplicate and edit,” or even “duplicate,” should make the product behave something like this:

• The system copies the item, giving it a new ID
• The user is presented with the edit view, but with a new name (perhaps with “copy” appended to the original title)
• The fields are pre-filled with the data from the original item
• The user can change as much or as...