Administrators can transfer records between different companies in the organisation. Transferring a record is the same as copying it. The original record is retained in the source company. Read more about how to initiate an object transfer.
Included in the Transfer:
All selected processes and value streams will be copied into the destination company’s transfer folder.
All stakeholders, including informees, will be the same as in the original process. This includes automatic informees and manually added informees. However, users will not be linked.
Titles and objectives stay the same.
All nodes (activities, decisions, process links, and events) and their tasks are transferred.
Tags and attachments will be created if they do not already exist and assigned according to the original process.
All roles associated with these records will be created if they do not already exist and assigned according to the original process.
Triggers, inputs, and outputs will be created if they do not already exist and assigned according to the original process. Inputs and outputs will all be assigned as the default type.
Custom fields are copied.
Associated documents will be transferred and created in the destination company. The association will also be created. Read more about managed document transfer
Not Included in the Transfer:
No users will be linked to the roles or stakeholders, even if they are associated with the destination company.
The review cycle and business continuity settings will revert to the default settings and must be set again.
The status changes to Draft.
The version number resets to 0.1.