Copying an Existing Template
Workflow Manager 2014
To create a copy of the existing template in your current installation of Workflow Manager, do the following:
To copy an existing Template:
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1.
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In the navigation bar, open the Administration group and click Templates in the Workflow Settings subgroup. The Template Administration page opens. |
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2.
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Click Copy to open the Copy Template page. |
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3.
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Select the template you want to replicate from the Copy From list. |
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4.
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In the Copy To field, enter a name to uniquely identify the new template. |
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5.
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Select the Current Database option from the Target field. |
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6.
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If you want to copy the workflow template’s role permission settings, select the Copy Role Permissions option. If this option is not selected, the default permission settings will be used. |
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7.
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If you want to copy the workflow template’s email notification settings, select the Copy Notifications option. If this option is not selected, the default permission settings will be used. |
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8.
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Click Copy to copy the template and return to the Template Administration page, where the new template will be listed. |
See Also
Copying an Existing Template to Another Database
Copying a Template
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