Copying Business Flows

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, select Flow Type.
  2. Select Master Data or Project Data.
  3. Select the row containing the business flow you want to copy, then select theActions menu and select Copy.

    The Business Flow wizard displays a copy of the current business flow with the word Copy. For example, Send Unifier Roles to File Copy.

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

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

  5. In the Mappings step, select the business objects and the field-mapping templates supported in the business flow.

    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.

  6. In the Source App Parameters step, select the source field values, if any, and the attributes of the source parameters.
  7. In the Destination App Parameters step, select the destination field values, and the behavior of the destination parameters.
  8. 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.


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Last Published Tuesday, October 12, 2021