After creating a process, you can make a copy to update the actions and run the process again. This allows you to reuse processes for recurring events, like quarterly reporting workflows.
You can copy a process at any time, even if it’s currently running or hasn’t been run yet.
To copy a process:
- Select your process in Home or Files.
- Right-click the file and select Copy .
- Confirm your selection and click Next.
- Select your copy settings.
Note: Copying a process file automatically copies any files you’ve assigned to Process actions and any files linked within those files.
- Name your folder and click Copy.
To make rolling forward even easier, you can add your process file to a folder to keep all of your new files in one place.
When you copy a folder that includes a process, your copy automatically includes all the source files linked to each file in your folder, including documents, spreadsheets, and presentations. If you need to modify your link settings for those other file types, you’ll need to remove the process from your folder before copying.
Learn more about copying files and folders.