Create a Backup Copy of an Approval Workflow

Use the Copy Current Approval Workflow feature in Approval Workflows Configuration to create a backup copy of an existing approval workflow.

To make a backup copy of an 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 for which you want to make a backup copy.
  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 backup copy of the approval workflow.
  5. Click Save. You can access the backup copy using the Search field on the Approval Workflows Configuration form.