Copy a phase

Applies to User Roles:

System Administrator

Implementer

You can copy a phase in an existing workflow by using the graphical interface of the workflow editor. Every attribute of the phase is copied, apart from the name and display name. This feature enables you to create workflow phases that have similar attributes quickly.

To copy a phase in a workflow, follow these steps:

  1. Click Tailoring > Process Designer > Workflows from the System Navigator to display the workflows list.
  2. Open the workflow in which you want to copy a phase.
  3. Select the phase that you want to copy, click Copy in the toolbar, and then click Paste. Alternatively, you can press Ctrl+C and Ctrl+V after you select the phase to copy.

    The duplicate phase appears overlapping the copied phase. By default, the name of the new phase is "<copied phase name>_copy."

  4. Modify the attributes of the phase as required.
  5. Drag the copied phase to a convenient location in the workflow, and then add the necessary transitions.
  6. Click Save to save your changes.