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Copying a Workflow

You can copy an existing workflow and create a new workflow.

To copy an existing workflow:

1. Go to the Company Workspace tab and switch to Admin mode.
2. Click to expand the uDesigner module.
3. Go to your business process.
4. Click Workflows sub-node to open the Workflow log.
5. From the menu, click Copy and select Copy From to open the Business Process workflows window

In the Business Process Workflows window you have the following menu options that enable you to copy a workflow or find a workflow that you want to copy:

• Copy

  Use this option after you select the workflow that you want to copy to the destination BP design. You can only copy one workflow at a time.

• Find

  Use this option to find and search for workflows based on Business Process, Workflow Name, and Description fields.

• Close Window

  To close the Business Process Workflows window.

In the Business Process Workflows window you have the following columns that provide details for each available workflow:

• Business Process

  This column displays a list of BPs that are workflow BPs. The BPs can be Company-level or the Project-level BPs.

• Workflow Name

  The name of the workflow. The workflow can be in draft (Status = Draft) or complete (Status = Complete). Published workflows are also listed.

• Description

  The description of the workflow, if available.

When you select a workflow from the Business Process Workflows window and click Copy, the Workflow Properties window opens. In this window you have the following fields:

• Name

  The name of the copied workflow. If the destination BP contains a workflow with the same name as the one copied, then Unifier adds the words "Copy of" to the beginning of the workflow name.

• Description

  Enabling you to provide a brief description about the copied workflow.

When creating a new workflow by using a copied one, the following data will be copied:

• All the steps and their names.
• All action links.
• All sub-workflows, if any exists in the source BP design.
• The S-Step auto-creation process, if any, along with the BP name,
• Data associated with each of the steps:
  • Step Name
  • Description
  • View Form
  • Edit Form
• Trigger Element

  If the trigger elements, and the workflow action fields such as the ones stated below, do not exist in the destination BP, these Data Elements (DEs) will not be brought over; however, if the DEs exist, the workflow will have these DEs.

  • Select Data Elements to capture Action Information
  • Taken By
  • Action Name
  • Taken On

When creating a new workflow by using a copied one, the following data will not be copied:

The action forms and view forms, associated with the workflow.

To ensure that the action forms and view forms, associated with the workflow, are copied to the destination BP, the user must access the individual step and do the setup of the forms again.

When creating a new workflow by using a copied one, Unifier will notify you whether or not:

• All the forms defined in the workflow exist.
• Any trigger elements exist in the Business Process (BP).
• Any of the Data Elements (DEs) that exist in the BP are updated.

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Last Published Monday, June 3, 2024