You can create a new approval workflow by starting with a copy of an existing approval workflow.
To create a new approval workflow by starting with a copy of an existing approval workflow:
-
On Navigation menu, click
in the desktop application.
-
In the
Search field on the Approvals Configuration form, select the approval workflow that you want to use to create the new approval workflow.
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On the toolbar of the Approvals Configuration form, click
.
The Approval Configuration form now contains the contents from the approval workflow that you selected in the
Search field, but the
Approval Name field is blank.
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In the
Approval Name field, enter the name for the new approval workflow.
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Make changes to the approval workflow on the General and Workflow tabs.
-
Click
Save.
The new approval workflow is added to the lookup list in the
Search field on the Approval Workflows Configuration form.