Copying a policy

Copy a policy when you want to use part or all of an existing workflow in a new policy that you can edit for different activities or settings. Also, use this method when you want to rename a policy.

1. If the Workflows window is not open, click Workflow Editor.
2. In Policy Details, click the row of the policy you want to copy.
3. Click Copy.
   A new row is added to the list and the policy titled, Copy_of_name, where nameis the name of the original policy. The details of the original policy, such as the distribution, are replicated to the new policy.
4. Click inside the Policy name field and change the name.
   After the policy is saved, you will not be able to rename it.
5. Change any other settings for the new policy in the Policy Details area.
6. In the Workflow editor, modify the activities as needed:
   • To open an activity for editing, double-click it.
   • To delete an activity or connector, select it and click Delete. You can also use Shift+click to select multiple activities or use click and drag to select a rectangular area.
   • To copy an activity, select it, click Copy, then click where you want to copy it in this or another policy open in the work area, and click Paste. You can also use Shift+click to select multiple activities or use click and drag to select a rectangular area.
   • To move an activity, select it, click Cut, then click where you want to move it in this or another policy open in the work area, and click Paste. You can also use Shift+click to select multiple activities or use click and drag to select a rectangular area.
   • To add an activity, click its icon in the Workflow components frame, then click inside the Grapher view.
   • To connect an activity, click Connector, then drag from the source activity to the target and click.
7. To save your changes, click Apply to keep the window open or OK to close it.

What to do next

If you used these steps to rename a policy, Deletethe original policy.