Copying an Existing Workflow Request (Administrator)
Workflow Manager 2014
If you want to create a new workflow request which is very similar to an existing workflow request, you can copy the existing one, rather than re-entering all of the requested data.
As an administrator, you can also choose to just copy the data entered in the initial date entry step, or the current workflow state (all the data items and the state of each workflow step). You can also link the copy to the original workflow request.
To copy an existing workflow request:
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1.
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In the navigation bar, open the Workflows group and click on Workflows by Project in the Workflow Request subgroup. The Workflows by Project page opens. |
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2.
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Locate the project containing the workflow request you want to copy. For details about sorting or filtering the project list, see Using List Features. |
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Click the Select hyperlink to the left of your chosen project. The Project Summary page opens. See Project Summary Page for more information. |
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Select the Properties tab and scroll to the bottom of the page. |
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Click the Copy button. The Copy a Workflow Request page opens. |
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In the Workflow Name field, enter a name to uniquely identify this new workflow request. |
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Update the Copy Workflow Progress State field. If you select this option, the data items and state of each workflow step will be copied from the source workflow request. If you don’t, only the initial data entry step is copied. |
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If you want to link the new workflow request to the original, select the Link with source Workflow Request option. Refer to Related Workflows Tab for more information. |
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10.
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Click Copy. The Workflow Progress page appears for your new workflow request. If you selected the Copy Workflow Progress State option, the Workflow Progress page appears for the new workflow request. The progress displayed on this page will be identical to that of the source workflow request, because the data items and state of each workflow state have been copied across. Otherwise, the workflow will begin in the first data entry step. |
See Also
Copying an Existing Workflow Request
Copying an Existing Workflow Request (Consumer)
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