Normally when you want to create a new workflow that is similar to an existing one in Globodox, you would perform the steps to creating it all over again. However, using Workflow Cloning, you need not perform all the steps. You can simply select the workflow you want to clone and in a few clicks, your new workflow is ready! You simply need to modify some information like the user's name etc. The new workflow will bear the same name as the one that was cloned, but will be suffixed with ‘1’.
If the workflow you are cloning is named "Agreement Approval", its clone will be named "Agreement Approval 1".
Below are the steps to Clone a Workflow:
To Clone a Workflow
|1.||In Globodox, select the Tools tab and click the Workflow Designer button. This will bring up the Workflow Designer window.|
|2.||Click the drop down arrow next to the New button.|
|3.||Click New based on existing workflow. This opens the Select Workflow box.|
|4.||From the list of existing workflows, select the workflow you want to clone and click Select.|
|5.||A new workflow gets created which has the same activities and properties as the workflow you selected.|
As stated above, the new workflow will bear the same name as the one that was cloned, but will be suffixed with ‘1’.
|6.||You can modify (edit) the information as needed.|
|7.||Once the changes have been made, click Save to save the workflow and then Publish to activate it. Now you can close the Workflow Designer window.|
Monitor a Workflow