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Clone a Process (or copy a component) in Process Manager?

Bud Hartley

This may seem odd, but I'm working on improving some Processes I've written in Process Author.

The "problem" I'm having is altering a Process when there are already multiple records in flight.  Changing the process to add functionality "breaks" the ones that are already underway when the change is "after" the current step..

What I'd like to do is create a new Process that will replace the old one after the Testing is complete.  When it's ready, I'd change the Start for the old one so it doesn't fire when records are saved, and leave those in-flight to finish normally.

Some of the Processes I've written are relatively complex, and it's tedious to re-code the entire thing.  Maybe it's a feature request to be able to copy a Process or even to just be able to copy a component?.

Any suggestions?

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    Bud Hartley,

    Create a checkbox field and set all your process based on that checkbox, this checkbox must be manually selected to complete your new process, which is not available in your existing process so it will not affect old process even though it is active.

    Once your testing is done you can remove the new checkboxs condition from new process created, hope this may help you.

  • 0 in reply to Hemant Patil

    Thanks Hermant,

    Yes, that is an alternative to making the move to a new process...  I've found that just changing the Start specifications is easier and thousands or records don't have to be altered.

    I have processes with 20 or more "steps".  I'd like to copy sections of the logic instead of having to re-code them when making changes in the process.

    I'm thinking this is probably a feature request, like the ability to alter the sequence in the criteria box without rewriting from the beginning.

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

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  • 0 in reply to Hemant Patil

    Thanks Hermant,

    Yes, that is an alternative to making the move to a new process...  I've found that just changing the Start specifications is easier and thousands or records don't have to be altered.

    I have processes with 20 or more "steps".  I'd like to copy sections of the logic instead of having to re-code them when making changes in the process.

    I'm thinking this is probably a feature request, like the ability to alter the sequence in the criteria box without rewriting from the beginning.

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

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