Copy Template Page

Workflow Manager

Using the Copy Template page, which opens when you click Copy on the Template Administration page, you an copy an existing template.

Copy Template Page

The Copy Template page includes the following options..

Template Administration / Copy Template View Options

Option

Description

Copy from

Select the name of the template that you want to copy from this list.

Copy to

Enter a name to identify the new template.

Target

Select the target location for this copied template:

•

Current database—Select this option to create a copy of this template in the currently open Workflow Manager database.

•

SQL Script—Select this option to export a copy of this template to an external SQL script file, which can then be imported into another instance of Workflow Manager. After you select this option, a text box named Enter the Filename is displayed. Enter an appropriate name for this SQL script and click Copy. It is not necessary to enter the .sql extension. You are then prompted to select a location where you want to save the script file.

After you have downloaded the script file, you can run it against any other Workflow Manager database to import the exported template. For more information, see Copying an Existing Template to Another Database.

Copy role permissions

Select this option to copy the workflow template’s role permission settings. If this option is not selected, the default permission settings will be used

Note:If you are copying this workflow template to another database using the SQL Script option, it is likely that you will want to clear the selection of this option.

Copy notifications

Select this option to copy the workflow template’s email notification settings. If this option is not selected, the default notification settings will be used.

Note:If you are copying this workflow template to another database using the SQL Script option, it is likely that you will want to clear the selection of this option.

Copy

Click to copy the template and return to the Template Administration page, where the new template will be listed.