Copy a process

Create a copy rather than creating it from scratch.

Once a copy is created, you can modify it to customize to your requirement.

  1. Navigate to Workflow > Business Processes.
  2. On the context menu of the process to copy, click Copy.
    A copy of the process prefixed with Copy 1 of to the <process name> appears on the Business Processes page.
  3. Open the copy of the new process.
    The process opens in a new browser tab.
  4. Make changes, such as rename the process.
  5. Click Save.