Copying Business Flow

When you need to create a new business flow similar to an existing flow, copy the current business flow and then edit as needed.

To copy a business flow:

  1. In the sidebar, expand the Flow Type menu and then select Master Data or Project Data.
  2. In the Name column, select the business flow you want to copy, and then select Copy from the Actions .

    The Business Flow wizard displays a copy of the selected business flow by appending the word Copy. For example, Transfer P6 Projects Testing Environment to P6 Production Copy.

  3. In the General step, rename the business flow and select Next.

    Note: Select Next on each screen to advance to the next step.

  4. In the Mappings step, for each business object to be supported in the business flow:
    1. Select the Gateway Object Name and the Field Mapping Name.
    2. Select any of the following actions from the Applied For list:
    • Create: Creates new values
    • Update: Updates existing values
    • Both: Create and update values

      Note: You can also add a new field mapping template for a business object in the Customization tab, and then select it in the Mappings step.

  5. In the Source App Parameters step, select the source field values, if any, and the attributes of the source parameters.

    For more details, see:

    Setting P6 Provider Application Parameters for Master Data Flow

    Setting P6 Provider Application Parameters for Project Data

  6. In the Destination App Parameters step, select the destination field values, and the behavior of the destination parameters.

    For more details, see:

    Setting P6 Provider Application Parameters for Master Data Flow

    Setting P6 Provider Application Parameters for Project Data

  7. In the Summary step, review all the selections made in the previous steps:
    1. Expand each step title to review the selections made in that step.
    2. Select any of the following actions:
      • Select Back to navigate to a specific step and make changes.
      • Select Save to add the duplicated business flow.


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Last Published Tuesday, October 12, 2021