To create a new BP record by copying another BP record in master log (Master Log - Business Processes node):
Note: The name of the Master Log - Business Processes node can be customized.
- Go to Home page and from the left-hand Navigator, click the Master Log - Business Processes node to expand.
- Click to select a BP and open the BP log.
- Click the gear menu (
) next to the record that you want to copy and click to select one of the following option:- Copy with Attachments
- Copy without Attachments
- Copy with Conditions
- Follow the prompts to complete copying your record for use.
Note: You cannot create a new BP record by copying another BP record in Tasks log (Home > Tasks node).
See Restricting Line Items by Using Copy with Conditions Option (Standard View) for more details.