Copying an Approval Rule
Use the following procedure to copy an approval rule.
To copy an approval rule:
-
Go to Setup > Workflow Manager > Approval Rule List.
-
Click View next to the approval rule record you want to copy.
-
Click Make Copy.
-
In the Name field, enter a unique name for the rule.
-
By default, the start date is the current date. Select another date from the calendar, as needed.
-
Select an end date.
-
Select a subsidiary, if other than the copied value.
-
Optionally, select a saved search.
-
Enter the approval rule’s priority in the Priority field. Use an integer. The highest priority is always 1.
-
When you finish, click Save.
You can make extensive changes to an approval rule only if it is not currently running. If it is running, you can update only the rule’s end date. The system validates the updated rule for uniqueness.