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Duplicate a Process, Value Stream or Managed Document to Create a Copy

Processes, value streams and managed documents can be very similar and duplication can help to save time. Simply copy and edit it.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over a month ago

There are two ways to duplicate:

  • From the summary screen using the Bulk Change button

  • Within the detail screen

When a process or value stream is duplicated, all activities, tasks, decisions, process links, events, notes, attachments, custom fields, detailed information and stakeholders will be copied into the duplicate copy.

When a managed document is duplicated, all detail information, stakeholders (including informees) and the selected document or link are copied into the duplicate record.

Duplicate from within the detail screen

  1. Open the item you want to duplicate

  2. From the diagram content menu (right-hand side), click on the Actions icon

  3. Click Duplicate

  4. A popup will appear confirming that the record(s) has been copied. To open the copied record, select Open. To close that window and navigate back to the summary screen, select close

  5. You can rename the record by selecting Edit Information

Duplicate from the summary screen

  1. Select the white box next to the record(s) that you want to duplicate

  2. Click on the Bulk Changes button

  3. Select Duplicate Selected Records

  4. A popup will appear confirming that the record(s) has been copied. To open the copied record, select Open. To close that window and navigate back to the summary screen, select close

  5. The records will be added to the summary screen

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