Copy a Workflow Request Page

Workflow Manager 6.0

If you want to create a new workflow request that is very similar to an existing request, you can copy it and then modify it, rather than re-entering all of the requested data. Administrators can also choose whether to copy the request's current workflow state (the data items and state of each workflow step), and whether to link the copy to the original request. (For consumers, the copy of the request is automatically linked with the source request.)

This page is accessed by a workflow consumer by selecting Copy a Request on the Workflow Progress page, and by the workflow administrator by clicking Copy on the Properties tab of the Workflow Progress page.

The following fields are included:

Copy a Workflow Request Page

Option

Description

Company Name

(Administrator only) Name of company that submitted this request.

Workflow Name

Enter a unique name to identify the new workflow request

Copy the Workflow Progress State

(Administrator only) Select this option if you want to copy the data items and state of each workflow step from the source request to the new request. If this option is not checked, Workflow Manager only copies the initial data entry step, and the request is not automatically submitted.

Link with source Request

(Administrator only) Select this option if you want to link the copy to the original request. Linked requests are listed on the Related Applications tab.

Copy

Click to create the copy of the request.

See Also