When you need to create a new business flow similar to an existing flow, copy the current business flow and then edit as needed. Business flows can be copied only in the Gateway, File, and Unifier data dictionaries.
To copy a business flow:
- In the sidebar, select Flow Type and then select Master Data or Project Data.
- Select the row listing the business flow you want to copy, select theActions menu and then select Copy.
The Business Flow wizard displays a copy of the current business flow with the word Copy.
- In the General step, rename the business flow copy.
The default name of the business flow copy is always created with the word, Copy. For example, Send Unifier Roles to P6 Copy.
Note: Select Next on each screen to advance to the next step.
- In the Mappings step:
- Select the Gateway Object Name and the Field Mapping Name for each object to be supported in the business flow.
- In the Applied For field, select the type of action that will be performed for each object:
- 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.
- In the Destination App Parameters step, select the destination field values, and the behavior of the destination parameters.
- (Optional) In the Custom Steps step, select the custom steps that have been created using the External Custom Step SDK.
- In the Summary step, review a summary of 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 make this business flow available in the Business Flows tab of the Project Data page.
The business flow can now be used in a synchronization.