Skip to main content
Version: 10.3.1

Copy Business Process

Business Processes (BP) with the same name have a common template, otherwise known as Definition. If you modify the design or parameters in one BP, the modification also affects all other instances with the same definition.

Tags are unique for each BP, hence you can use different tags to distinguish BPs with identical names from each other.

To create a BP copy, find the required BP instance in the Business Processes list, open the Actions menu, and select Copy.

As the Copy Business Process popup appears, you can select one of the three copy options:

Copy with same definition

If you want to create a new process instance with the same definition, click the Copy button in the Copy Business Process popup without selecting any options. As a result, you get a copy BP linked to the source one. Any changes you make to the newly created instance affect all other instances with the same name belonging to the same definition.

Copy with data

In the Copy Business Process popup, select the Include the input data option if you need to run the new process instance with the same input data as in the source BP and click Copy. You can select the option both when you create a copy with the same definition or one that is not linked to the source BP.

Create independent process definition

If you copy a BP with the Create an independent process definition option selected, a process instance is created that is not linked to its source BP.

You can change the structure of the new instance without affecting the source BP. For example, you can add or delete steps, change transition directions, and so on.

caution

Modification of the steps affects all process instances where the same steps are used.

Create deep copy

Select the Create deep copy option to create a process instance that is completely unlinked from its source BP. The option enables you to modify not only the structure in your new process instance without affecting the source BP but also each step.

The steps in the deep copy are created as separate instances that are not linked to the source steps. To distinguish the newly created steps from the source ones in the bot library, add a postfix in the Postfix for step names field.

TROUBLESHOOTING

When you have trouble creating a BP by copying, read the support guide to resolve the problem.