Copy an Existing Approval Workflow to Create a New Approval Workflow

In Approval Workflows Configuration, 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, complete the following steps:

1. From the Navigation menu, click Configuration > Workflow > Approval Workflows.
2. In the Search field on the Approvals Configuration form, select the approval workflow that you want to use to create the new approval workflow.
3. On the toolbar of the Approvals Configuration form, click New > Copy Current Approval Workflow. 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.
4. In the Approval Name field, enter the name for the new approval workflow.
5. Make any desired changes to the approval workflow on the General and Workflow tabs.
6. Click Save. The new approval workflow is added to the lookup list in the Search field on the Approval Workflows Configuration form.