Copying an Existing Workflow Request

Workflow Manager 2020

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. The amount of data that is copied to the new workflow request depends upon whether you are a consumer or an administrator:

• For consumers, only data submitted in the initial data step are copied to the new workflow. Any data submitted in later steps will need to be re-entered.
• For administrators, you can 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:

1. Select Copy an Existing Workflow Request in the Workflows menu of the navigation bar. The initial view of the Copy Workflow Request page opens, listing all workflow requests.

2. Click Copy next to the name of the workflow request that you want to copy. The Copy Workflow Request page opens.

3. In the Workflow Name field, enter a name to uniquely identify this new workflow request.
4. [Administrators only] Optionally, select 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.
5. [Administrators only] 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.
6. Click Copy. The Workflow Request page appears for your new workflow request.
• If you selected the Copy Workflow Progress State option, the Workflow Request page opens and 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.