Stat 7.0 - System Administration Guide

Copying Workflows

If you want to copy a workflow to another service domain, associate a workflow to more than one CSR type, or if you want to create a new workflow that closely resembles an existing workflow, you can make a copy of that workflow and then modify it as needed.

You can associate a copied workflow with a different CSR type. However, you must associate it with a CSR type that is associated with same CSR statuses as the original CSR type. To copy a workflow to another service domain, the target service domain must include a CSR type that is associated with the same set of CSR statuses as the CSR type in the original workflow.

When copying a workflow, you can also select a different module and migration path. However, if you select a different migration path, this may conflict with any workflow rules you copy that require migrations to specific environments. When this is the case, you can either remove the migration requirements from the copied workflow rules, or you can update the copied workflow rules by referencing the new environments.

To copy a workflow:

In the Workflow Maintenance window, select the workflow that you want to copy and click Copy Template.

Stat opens the Copy Template window.

If you are copying the workflow to another service domain, select the service domain in service domain field.

The CSR Type field lists all the CSR types in the selected service domain that are associated with the same set of CSR statuses as the CSR type in the original workflow. If there are no matching CSR types, the CSR Type field is blank and you cannot copy the workflow to the selected service domain.

In the CSR Type field, select the CSR type you want to base the copied workflow on.

You can assign a different migration path to the copied workflow. You can select any migration path in any change management module you have access to. Be aware, however, that if the transfer and status rules of the original workflow require migrations to specific environments, you must do one of the following to successfully copy the workflow:

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Opt not to copy the transfer and copy rules from the original workflow, or to exclude rules that specify migration environments, in which case the copied workflow will not require migrations to specific environments

•

Map the environments in the original workflow to environments in the migration path of the copied workflow. This way, status and transfer rules copied from the original workflow will be automatically updated with the different migration environments.

(Optional) If you want to assign to the copied workflow a migration path that is defined for a different change management module, select that module in the Module field.

(Optional) In the Migration Path field, select the migration path you want to assign to the workflow.

Type a name for the workflow in the Workflow Name field.


	NOTE: You may want to use the same name as the original workflow if all you are doing is assigning the copied workflow to a different CSR type in the same service domain.