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, select Flow Type.
- Select Master Data or Project Data.
- 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.
- 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, 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.
- In the Source App Parameters step, select the source field values, if any, and the attributes of the source parameters.
- In the Destination App Parameters step, select the destination field values, and the behavior of the destination parameters.
- 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.