As an administrator, you can transfer records between different companies in your organisation. Transferring a record is the same as copying it. The original record is retained in the source company.
Transfer Records
Follow these steps to perform a transfer or copy of records. Transfer and duplicate will be found under Actions in the Bulk Change sidebar.
What happens after the record(s) have been transferred or copied?
All selected processes and value streams will be copied into the destination company's transferred folder.
Title and objectives will be transferred as is.
Review cycle and business continuity will change to default and have to be set again.
All nodes (activities, decisions, process links) and their associated tasks will be transferred as is.
Tags and attachments will be created if they do not exist already and allocated according to the original process.
All the roles associated with these records will be created if they do not exist already and allocated according to the original process.
All stakeholders, including informees, will be the same as in the original process. This includes automatic informees and manually added informees.
No users will be linked to the roles or stakeholders, even if they are associated with the company being transferred to.
Associated documents will not be transferred and have to be reassociated. These need to be created in the company if they do not exist.
The status returns to draft.
The version number changes to 0.1.
Why do I not see any companies when I select the external instance?
As this feature is a push mechanism, ProcessPro needs to establish a connection between the source and destination instances.
Please contact ProcessPro support to set this up for you.