Copying Life Cycles - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

You can copy a life cycle and create a new life cycle that is an exact duplicate of the original. To copy a life cycle:

  1. Select the life cycle, right-click and select Copy. The Copy Life Cycles Wizard is displayed.
  2. If you want to copy multiple life cycles, you can select a life cycle and click Add. Repeat this for every life cycle you want to copy.
  3. Click Next.
  4. Choose what type of copy you want to create:
    • Copy the Life Cycles - This creates copies of the life cycles that are independent of the original life cycles.

    • Create Reference Copies- This creates copies of the life cycles, but it does not copy any associated items, such as Document Types or WorkView Classes. Reference copies do not appear in any of the Workflow interfaces because the Make Available In option is set to None in the life cycle's property pane.

    • Create Working Copies- This creates complete copies of the life cycles, and it removes the associated items, such as Document Types or WorkView Classes, from the original life cycles. Any references to actions or rules in the original life cycles are updated to refer to the new life cycles. New items entering the life cycles will enter the copied life cycles, not the original ones.

  5. Select a copy type, then click Next. The following page is displayed:
  6. Enter a New Name for each copied life cycle. The new life cycle name must be unique. By default, the value in the New Name field is the original life cycle name followed by (1).
  7. Click Next. A summary page is displayed.
  8. Click Finish.