You can create a new version of a workflow template. You create a new version if , for example, the current version is active and you want to make some changes to the workflow template.

If you create a new version, you can choose to:

  • Use an existing version as basis. As a result, all elements of the selected version are copied to the new version.
  • Create a blank version.

Note:

If you create a:

  • Workflow template, automatically its first version is created. Also, the first version of the related workflow document is created.
  • New version of a workflow template, based on a previous version, also a new version of the related workflow document is created.
  • New blank version of a workflow template, also a new blank version of the related workflow document is created.


Standard procedure

1. Go to Data entry workflow > Design > Data entry workflow templates.
2. In the list, find and select the desired workflow template.
3. On the Action Pane, click Versions.
4. Click Create new version.
5. In the Version name field, enter a descriptive name of the workflow template version.
6. In the Version comments field, enter any desired information on the workflow template version, like a brief description, notes, or comments.
7.

Choose if you want to:

  • Use an existing workflow template version as basis. As a result, all elements of the selected version are copied to the new version.
  • Create a blank workflow template version.
  In the Start from field, select an option.
8. If you want to use an existing workflow template version as basis for the new version, select the version on which you want to base the new version.
  In the Version number field, enter or select a value.
9. Click OK.
10. Close the page.

Notes

If you want to edit another workflow template version than the currently shown version, first select the desired version. To do so, on the Action Pane, on the Versions tab, click Versions. On the dialog, select the desired version and click OK.

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