8.4.1.3 Add Workflow from an Existing Workflow

This topic provides information about adding a new workflow from an existing workflow of the Case and RFI (Request for Information) categories.

To add a new workflow from an existing workflow, follow these steps:
  1. Click Open Open icon to view the Ask Oracle page.
  2. Click Admin menu. The Investigation Hub Administration page is displayed.
  3. Click Workflow Designer link. The Workflow Designer page is displayed.
  4. Click Add Workflow. The Create Workflow pane is displayed with following options:
    • Create New
    • Copy from Existing
  5. Select Copy from Existing option.
  6. Select workflow from the Copy From drop-down list which you want to copy workflow from an existing workflow.
  7. Enter the unique Workflow Name.

    Note:

    The remaining fields are auto-populated from the selected existing workflow and you can edit these fields based on your requirement. For more information about these fields, see the Add Workflow section. All the fields are mandatory.
  8. Click Save. The new workflow will be created and listed in the Workflow List pane.