Duplicating, archiving, and deleting a process
Duplicating a process
Process admins can create another process very similar to one, by duplicating it. The duplicated process will have the same configured fields, sections, tables, workflow, and permissions. There will not be any data and items for the duplicated process.
To duplicate a process,
- Click the More options button (
) and then click Duplicate. - The default name of the new process will be Copy of <original process name> which you can change later.
- Select if you want to duplicate with all the same reports as the original process.
- Click Duplicate
After a process is duplicated, it will be locked for submission, i.e. users will not be able to initiate items. This happens so that you can check your reports manually before anyone uses it. To enable users to initiate items, follow the instructions above.
Note:
While duplicating a process, its associated integrations will not be duplicated. You'll have to duplicate those integrations manually.
Archiving and deleting a process
You can archive a process when you donβt need it anymore. When you archive a process, no one can view or take action on any item. However, all of the data is retained.
However, if you are an admin of the process, you can access the audit log for process as well as unarchive or delete them.
To archive a process, click the More options button () and then Archive.
To find all the archived processes, click Explore from the left panel and select the Others tab at the top. Select the Processes tab in the left navigation panel and select the status as Archived.
Open a process and click Delete to permanently delete the process and all its data. You can also choose to unarchive the process here.
