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 the workflow setup and allows to roll out additional Organisations faster.
 
Which workflows can be copied?
  1. Purchase Order workflows in different (multiple) 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 under Workflows and Settings:


  2. Open the original Purchase Order workflow.

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


  4. Under the COPY TO SINGLE WORKFLOW tab, select the target Organisation and the target workflow (Purchase Order). Then click on DONE:


    It is also possible to copy the workflow’s settings by ticking the checkbox for “Copy workflow settings”.

  5. If you want to copy a workflow to multiple Organisations simultaneously, select one target Organisation and the target workflow. Then, select another target Organisation and the target workflow. When ready, click on DONE.

  6. With the copying completed, a pop-up will display:
    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).
Please note: To ensure consistency, the old workflow will still be applied to documents that are already Awaiting Approval. However, it is possible to apply the new workflow settings to already created but not yet approved requests by clicking on Restart the workflow.



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