You can copy or move a step of a data entry workflow template.

You can copy or move a step:

  • In the current data entry workflow template.
  • To another data entry workflow template.


Standard procedure

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.
 

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:

  • After
  • Before
  • Parallel
  Click the desired option.
 

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:

  • After
  • Before
  • Parallel
  Click the desired option.
 

Note: If you copied a step, and a step with the same name already exists, its name gets the '_Copy1' extension.

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