Duplicating an activity

If you want to create a new activity that shares information with an existing one, you can save some time by duplicating the existing activity. You can select which information you want to copy from the existing activity. You can then modify the new activity as required.

  1. Select Work Management > Setup > Activity Workflow.
  2. In the Activities tree, browse to the activity that you want to duplicate.
  3. Right-click the "Activity" node and select Duplicate Activity.
  4. Type a name for the new activity in the Activity Name field.
  5. If required, specify the category the new activity belongs to in the Category Name field.
  6. Clear the check boxes for any information that you don't want to copy from the existing activity to the new one.
    All check boxes are checked by default.
  7. Click OK.