Duplicate a Busiess Flow Template

Instead of creating a business flow template from scratch, you can also duplicate an existing template and make necessary changes to suit your business requirement.

You can use duplication functionality when there are minor differences between business flow templates.

1. Click Menu () and then click Configurations.
2. Click Business Flow Templates ().
3. Under Configurations : Business Flow Templates dashboard, select the business flow template that you want to duplicate from the list of templates in the left pane.
4. Click Duplicate () next to the name of the business flow template in the right pane.
5. In the Duplicate : Business Flow Templates area, enter the Name of the business template.
6. Click Add Business Step () if you want to add new business step to the existing template flow. For each new business step enter:
   • Step Name: Specify the name of the step.
   • Document Type: Select the document associated with the step from the drop-down. The drop-down lists all the document types that you had defined as part of Create a New Document Type.
   • Submitter Role: Select the role of the trading partners who will be submitting the document for this step. The drop-down lists all the roles that you have defined as part of Invite an Endorsing Trading Partner and Participating Trading Partner Tasks. You can select multiple submitter roles.
7. Click Edit () if you want to modify any of the existing business steps.
8. Click Save to close the Edit Template Step dialog box.
9. Repeat step 5 and 6, for all the steps that you want to add to this business flow template.
10. If there is any error while adding steps, you will see a Warning Sign () on top of that step. Click on the Warning Sign and fix the error.
11. Click Save and wait until the Save successful message is displayed.
12. Click Cancel to return to the Configurations : Business Flow Templates dashboard.