You can copy or move a step of a data entry workflow template.
You can copy or move a step:
1. | Go to Data entry workflow > Design > Data entry workflow templates. |
2. | In the list, click the link of the desired data entry workflow template. |
3. | Click Edit. |
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Note: Make sure the Workflow diagram section is in edit mode. |
4. | Sub-task: Copy or move a step in the current data entry workflow template. |
4.1 | In the Workflow diagram section, select the desired step, and click Cut or click Copy. |
4.2 | You paste the copied or moved step in relation to another step. |
  | In the Workflow diagram, select the desired step, and click Paste. |
4.3 | You can paste the copied or moved step in relation to another selected step in these ways:
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  | Click the desired option. |
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Note: If you copied a step, its name gets the '_Copy1' extension. |
5. | Sub-task: Copy or move a step to another data entry workflow template. |
5.1 | In the Workflow diagram section, select the desired step, and click Cut or click Copy. |
5.2 | Close the current data entry workflow template page and go back to the Data entry workflow templates list page. |
5.3 | In the list, click the link of the desired data entry workflow template. |
5.4 | In the Workflow diagram section, click Edit. |
5.5 | You paste the copied or moved step in relation to another step. |
  | In the Workflow diagram, select the desired step, and click Paste. |
5.6 | You can paste the copied or moved step in relation to another selected step in these ways:
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  | Click the desired option. |
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Note: If you copied a step, and a step with the same name already exists, its name gets the '_Copy1' extension. |
Related to | Notes |
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Set up workflow template step - Data entry |
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Set up workflow template step - Approval |
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Set up workflow template step - Fuzzy duplicate check |
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