Copying a workflow

In IBM® Incentive Compensation Management (ICM), you can copy a workflow in Workflow Manager.

About this task

When you copy a workflow instance, the process copies the configuration of the workflow, such as the workflow type and the linked Presenter report, along with the swim lanes and nodes. The process does not copy the workflow state, such as errors, pending actions, or history, of any running workflows. You can copy a running workflow, but a copied workflow is initially in a stopped state.

Procedure

  1. In Workflow Manager, place your cursor over the workflow that you want to copy and click the ellipsis.
  2. Select Copy Workflow.
  3. Click the ellipsis at the top of the list of workflows, or click the ellipsis next to the folder that you want to paste the workflow in.
    Paste workflow menu
  4. Select Paste Workflow.
  5. Type a name for the copied workflow.
  6. Click Paste.