To clone a task path workflow structure

As the variations in required task paths may be only minimal, it is possible to clone an existing version within the same definition, retaining all the attributes and configuration settings for the underlying workflow structure, and apply the relevant changes to the new copy, thus saving time and effort. The new clone is then maintained as a separate 'draft' version and can be refined in isolation using the available task path building blocks without compromising the live environment. Of particular benefit is the ability to reinstate the operational behaviour of a previous version, as a means of rectifying subsequent changes that are no longer valid.

The procedure to clone a task path workflow structure is as follows:

1. Navigate to Quick Menu > System > Cases and Tasks > Task Path Creator. The Task Path Creator window is displayed.
2. Expand a module heading from the alphabetical list and select an associated task path definition, or enter its name into the Search Task Paths field. By default the list is filtered to show Current task path definitions. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. With the Version History summary table displayed, highlight the row matching the task path workflow variant to be cloned.
4. Click on Clone Version 2. The Clone Version window is displayed.
5. Enter a Description for the new task path workflow structure into the field provided 3.
6. Use the Comments field to add contextual information in support of the cloned task path workflow structure, detailing its scope and characteristics.
7. Click on Save. The new cloned variant of the task path workflow structure appears in the Version History summary table, and the status is automatically set to Draft 4. Furthermore, the previous building block components and inter-related connections established for the expired variant are mirrored in the design area (Path tab), ready to apply all required workflow changes at the end user's discretion 5.

Note

1 The Search Task Paths field will match against any element of the task path definition description.

2 This option is only activated in the instance where the selected task path workflow variant has expired i.e. the Effective to date is in the past.

3 System validation rules ensure that the description entered for each task path workflow variant is unique for the effective period.

4 Where a draft variant already exists, the end user is asked to affirm its replacement with the new cloned copy.

5 The cloned variant of the task path workflow structure must first be selected via the Version drop-down field.

See related topics...

Understanding the task path creator

To apply version control to a task path workflow

To configure the workflow structure of a task path definition

To create a new task path definition