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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / set up a new process c...
Microsoft Dynamics CRM (Archived)

set up a new process clone the existing

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Posted on by CRM Develope 894

Hello,
Can we possibly set up a new process (clone the existing maybe?) and make the changes we want to make
(I want to take it back to the default status but then add their qualification questions, etc.) to that process.
(So, on the Qualify stage, the questions that are currently on Mapping, for instance, would be there).

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  • uMar Khan Profile Picture
    uMar Khan on at

    Hi,

    Yes, you can definitely create a new flow and then change the fields on each stage. Simply open the existing BP and use "Save As" to clone it. Following article will help you in achieving that.

    www.microsoft.com/.../create-a-business-process-flow.aspx

  • Suggested answer
    ashok teja Profile Picture
    ashok teja 290 on at

    Hello, 

    We could not do save as for the workflows, Change the existing workflow to 'process template' then you could create new process by using the existing one. 

    http://www.powerobjects.com/2013/12/27/microsoft-dynamics-crm-workflow-templates/

    Thanks

    Ashok J

    XRMWEBKIT | CRMPORT | DynamicsHelpmate 

  • Community Member Profile Picture
    Community Member on at

    Thank you for your input, Ashok. Will check the link you provided.

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