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:
- In the sidebar, expand the Flow Type menu and then select Master Data or Project Data.
- 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.
- In the General step, rename the business flow and select Next.
Note: Select Next on each screen to advance to the next step.
- In the Mappings step, for each business object to be supported in the business flow:
- Select the Gateway Object Name and the Field Mapping Name.
- 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.
- 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
- 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
- In the Summary step, review all the selections made in the previous steps:
- Expand each step title to review the selections made in that step.
- 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.