Cloning Processing Activities
If you want to use the data from one activity to populate another, you can leverage the clone feature. To do so, hover over the processing activity you want to clone and click the icon that appears to the right.
Type the name of your desired processing activity into the Target Processing Activity text box and click Save.
Deselect any participants that should not have their responses tied to this new activity. Once you have reviewed the departments in the Assigned Participants panel, select Save & Close. The Cancel button will exit the screen without creating the new processing activity.
Once you have finalized your selections, click the Save & Close button in the bottom right corner. A pop-up window asks if you wish to modify the profiles (edit the supporting data) of the newly-cloned processing activity. To do so now, click Yes. If you want to edit the data at another time, select No.
Cloning Processing Activities Print
Modified on: Mon, Jul 11, 2022 at 7:48 AM
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