Copying processes and sub processes

  1. Select Close Setup > Manage Process.
  2. On the Manage Process tab, highlight a process or sub process and choose the Copy action.
  3. Use the following guidelines to specify field values. The default information will be filled in based on the process or sub process you are copying but you can still edit the field values.

    Specify a name for the new process or sub process.

    What To Copy

    Select Just This Process or This Process And Its Children.


    If you are copying a sub process, select the parent process that the new copied sub process will be a child of.

  4. Click OK.