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Copying a Workflow Process


If you copy a workflow process, then Siebel Tools creates a new workflow process that is identical to the original except that it creates a unique name for the new copy, such as 04-K88GQ, and it sets the version of the new workflow process to 0.

To copy a workflow process

  1. Locate the workflow process you must copy.

    For more information, see Locating a Workflow Process in the Workflow Processes List.

  2. Right-click the workflow process in the Workflow Processes list, and then chose Copy Record.

    Siebel Tools creates a new copy of the workflow process and displays it in the Workflow Processes list. It sets a unique numeric identifier in the Process Name property.

  3. Update the Process Name property so it is meaningful.
  4. Modify the other properties, as necessary, for the new workflow process.
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