Pre-requisites:
Permission, as mentioned below, on the project template from which an existing working definition is to be copied:
To manage the project template, 'Admin' permission must be assigned to you, your organisation or a user group in which you are a member.
Permission, as mentioned below, on the project template to which an existing working definition is to be copied:
To manage the project template, 'Admin' permission must be assigned to you, your organisation or a user group in which you are a member.
The steps to copy an existing workflow definition within the same project template are mentioned below:
1. Navigate to the 'Workflows' tab and go to the project template where you need to copy the workflow definition.
2. Select the workflow definition to be copied and right-click the same.
Another way to copy a workflow definition is to select it using the corresponding checkbox and click the 'More Options' link at the top right. This will open a pop-up screen with an option to copy the selected workflow definition.
3. Click the 'Copy Workflow Definition' option. A popup window will appear where you can enter the required information to copy the selected workflow definition.
Workflow Name - Enter a name for the new copied workflow.
Description - Enter a brief description of the new workflow being created.
Workflow Context - The selected workflow for copying will pre-populate the workflow context, which cannot be edited.
Total Workflow Days - Total length of the workflow in number of days.
Open designer with copied Workflow Definition - Select this box to proceed to the workflow designer with the newly created copy of the workflow definition, from which you can begin making the necessary changes to the design. If this box is unselected, you will be returned to the workflow definition listing.
4. Click 'Copy' when finished. A new workflow definition will be created based on the workflow definition selected by the user in step 2.
As you copy workflow within the same project template and save it, it will be inherited by related cloned projects where inheritance is on for the 'Workflow Definitions' object, as applicable based on the context.