Reuse a Workflow

To save time when you are constructing a workflow diagram for sections or report objects in CDM, you can reference a workflow template or copy a completed workflow process and reuse it.

This task can only be performed on sections or report objects that have workflow inheritance disabled. Any descendant sections or report objects that have workflow inheritance enabled will inherit the new workflow.

Users can modify workflow states but they cannot add new states or delete existing states to a referenced workflow.

A referenced workflow is connected to the original template. It maintains the same set of states and links, but it has its own associated data such as users, groups, permissions, due date, and email.

A copied workflow is generated by copying the entire structure of the template workflow, the state positions, and all the data associated with the copied template. A copied workflow has no relation to the workflow template and therefore can evolve independently

To reuse a workflow:

1. Open the report that you want to work with.
2. In the report tree on the left, right-click the report object that you want to edit and select Workflow > Edit Workflow.
3. In the Manage workflow window, right-click in the Workflow pane to access the following options:
   • Add Referenced Workflow - Adds a new workflow to a report object using a workflow template as the source. This creates a dynamic link to the workflow template.
   • Add Copied Workflow - Adds a copy of the existing workflow template that you select. If the report object already has a workflow assigned, the existing workflow structure must be deleted before adding the structure of the new one.
   • Break Reference - Creates a copy of the workflow by breaking the reference to the workflow template.
4. Click OK.