Copying a Workflow
You can copy a workflow in the Workflow Manager. Create a copy of a workflow to replicate complicated workflows for testing purposes or as a basis to start creation of a new workflow. Use the Make Copy command, available from the More menu in the Workflow Manager, to copy a workflow.
When you copy a workflow, NetSuite makes the following changes to the copy of the workflow:
-
Appends a number to the workflow name. For example, the workflow name First Workflow becomes First Workflow (2).
-
Appends an underscore (_) and number to the workflow script ID and any workflow or state field. For example, a workflow script ID of customworkflow_firstworkflow becomes customworkflow_firstworkflow_2.
-
Sets the release status of the new workflow to Not Initiating.
To create a copy of a workflow:
-
If you have not already done so, go to Customization > Workflow > Workflows.
You can also search for a workflow. See Workflow Searches.
-
Click Edit to open the workflow in the Workflow Manager.
-
Click More and select Make Copy.
NetSuite opens the copy of the workflow in the Workflow Manager.
-
Edit the copy of the workflow. See Editing a Workflow.
Using SDF and Copy to Account
You can use SuiteCloud Development Framework (SDF) to manage custom objects as part of file-based customization projects. For information about SDF, see SuiteCloud Development Framework.
You can use the Copy to Account feature to copy a workflow to another of your accounts. To copy a workflow, in the Workflow Manager, click Copy to Account.
For information about Copy to Account, see Copy to Account.