How can I copy workflow settings to another Organisation? (Cin7 Core)

How can I copy workflow settings to another Organisation? (Cin7 Core)

ApprovalMax supports a tool that allows to copy a workflow setup between different Organisations under the same account. The Copy Workflow tool helps to reduce the time needed for setting up a workflow and allows to roll out additional Organisations faster.
 

Which workflows can be copied?

  1. Purchase Order workflows in different Organisations under the same account

How to copy a workflow to another workflow

  1. In the main menu, select the Organisation of the workflow you want to copy and open Approval Workflows in the Workflows and Settings section:


  2. Open the original workflow:


  3. Click on the three-dot icon and select “Copy workflow”:


  4. Under the tab Copy To Single Workflow, select the target Organisation and the target workflow, then click on DONE:

    It is also possible to copy the workflow’s settings by ticking the checkbox Copy Workflow Settings.

  5. With the copying completed, a pop-up is displayed stating:
    1. Which workflow was copied
    2. Where it was copied to
    3. Additional warnings depending on various criteria

Please note: the target Organisation should not be disconnected from the accounting system, or retired. Such Organisations will not be displayed as available options.
Who can copy a workflow to another workflow?

Only Administrators/ Workflow managers/ Account Owners can copy workflows.

Please note: the whole workflow setup gets copied from the original workflow to the target workflow and overwrites it. These changes cannot be revoked.
Please note:  the Auto-approval step does not get copied due to security reasons (because if some parameters are omitted during the copying, it could lead to all/some requests getting approved automatically).

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