You can copy an existing workflow and create a new workflow.
To copy an existing workflow:
- Go to your Company Workspace (Admin mode).
- Click to expand the uDesigner module.
- Go to your business process.
- Click Workflows sub-node to open the Workflow log.
- From the menu, click Copy and select Copy From to open the Business Process workflows window
In the Business Process Workflows window you have the following menu options that enable you to copy a workflow or find a workflow that you want to copy:
- Copy
Use this option after you select the workflow that you want to copy to the destination BP design. You can copy one workflow at a time, only.
- Find
Use this option to find and search for workflows based on Business Process, Workflow Name, and Description fields.
- Close Window
To close the Business Process Workflows window.
In the Business Process Workflows window you have the following columns that provide details for each available workflow:
- Business Process
This column displays a list of BPs that are workflow BPs. The BPs can be Company-level or the Project-level BPs.
- Workflow Name
The name of the workflow. The workflow can be in draft (Status = Draft) or complete (Status = Complete). Published workflows are also listed.
- Description
The description of the workflow, if available.
When you select a workflow from the Business Process Workflows window and click Copy, the Workflow Properties window opens. In this window you have the following fields:
- Name
The name of the copied workflow. If the destination BP contains a workflow with the same name as the one copied, then Unifier adds the words "Copy of" to the beginning of the workflow name.
- Description
Enabling you to provide a brief description about the copied workflow.
When creating a new workflow by using a copied one, the following data will be copied:
- All the steps and their names.
- All action links.
- All sub-workflows, if any exists in the source BP design.
- The S-Step auto-creation process, if any, along with the BP name,
- Data associated with each of the steps:
- Step Name
- Description
- View Form
- Edit Form
- Trigger Element
If the trigger elements, and the workflow action fields such as the ones stated below do not exist in the destination BP, then these Data Elements (DEs) will not be brought over; however, if the DEs already exist, then the workflow will have these DEs.
- Select Data Elements to capture Action Information
- Taken By
- Action Name
- Taken On
When creating a new workflow by using a copied one, the following data will not be copied:
The action forms and view forms, associated with the workflow.
To ensure that the action forms and view forms, associated with the workflow, are copied to the destination BP, the user must access the individual step and do the setup of the forms again.
When creating a new workflow by using a copied one, Unifier will notify you whether or not:
- All of the forms defined in the workflow exist.
- Any trigger elements exist in the Business Process (BP).
- Any of the Data Elements (DEs) that exist in the BP are updated.