Copying approval processes

You can copy an approval process to create another approval process that is similar to an existing one. You can make a copy of the existing approval process and modify the copy, leaving the original approval process intact.

About this task

The following details are copied.

  • List of approvers and whether they are required or optional
  • List of owners
  • The subject, with "Copy of" before the original approval name
  • Target Due Date
  • Sequence
  • Description
  • Items to approve, except for forms

The following items are not copied.

  • Any instructions for individual approvers are not copied.
  • The contents of the message board are not copied.
  • Information from the Analysis tab is not copied.
  • The copy is not linked to any project workflow, even if the original is. That is, copying an approval creates a stand-alone approval.
  • Linked forms are not copied because stand-alone approvals do not support forms.

Procedure

  1. Open the approval process that you want to copy.
    1. Select Operations > Approvals.
      The My Active Approvals view displays by default.
    2. If the approval process you want to copy is not available in this view, select All Approvals.
  2. Click the Copy this Item icon (Two pages).
  3. Click OK when Marketing Operations prompts to copy the approval.

    The copy of the approval process opens. The copy is titled "Copy of original approval name." Its status is Not Started.

  4. Modify any information that you want to change in the copy and click Save Changes.

    The copy appears in your All Approvals view.