Copying Workflow Models

You can create a workflow model by copying an existing model. All workflow stages, model filters, and duration settings are copied and can be edited before saving. In situations where an existing workflow model being used for current requests needs to be edited to handle future requests differently, the model can be copied and the changes made to the new model. The edited copy of the model can then be used for newly created requests.

  To copy a workflow model:

  1. On the Home page, select Administer.

  2. Under Workflow, expand Workflow Models.

  3. Select the model that you want to copy and then click copy button.

  4. Enter a new name for the model.

  5. Make any other changes to the model and then click save button to save the workflow model.