Duplicate an existing template
This feature is for System Administrators (SA) and Workflow Administrators (WA) who want to:
- Quickly and easily create new approval templates for standardized internal processes
- Reduce the time needed for end users to submit workflows
- Improve accuracy and compliance in approvals, minimizing reworks due to wrongly selected action officers
Note: This feature is available for clients with E-submission (KRIS version 4.6.4.2 and above).
Overview
Duplicating an existing workflow template allows administrators to reuse configured settings, such as routing steps, action types, and default folders, without having to start from scratch. This ensures consistency across similar processes and significantly reduces configuration time.
How to Duplicate a Workflow Template
All existing workflow templates come with a Duplicate icon. This allows users to copy an existing template and use it as the basis for a new one.
Once duplicated, users can:
- Rename the template title
- Define a new format for the Submission ID
What is copied over from the previous workflow template?
Duplicating a workflow template will replicate all configurable fields from the original, including:
- Workflow administrators
- Template users
- Default folder for submission and attachments
- Default routing steps and action officers
- Including group behavior, e.g. Group (All)
- Default content in Main Paper
- CC list settings
- Filing options upon workflow completion