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xSuite Invoice Sphere

Copying a workflow task configuration entry

Existing workflow task configuration entries can be copied. All data from the selected entry will be included in the copy. Once you have created the copy, you can edit the data there.

  1. On the start page, click on the tile Workflow Task Configuration.

    ➣ The workflow task configuration will open.

  2. Select a workflow task configuration entry that you want to copy.

    beschriftung_simplified_sphere_invoice_monitor_auswahl.png
  3. Click the button sphere_kopieren_icon.png Copy workflow configuration.

    ➣ The dialog Copy workflow configuration will open.

    sphere_workflow_konfiguration_kopieren_dialog.png
  4. Enter values in the fields Min amount and Max amount.

  5. Change the values in the fields if necessary.

    Notice

    The changed values are only used for the copy. The data of the selected workflow task configuration entry, which serves as a template, does not change.

  6. Click Create copy.

    ➤ The workflow task configuration entry has now been copied. You can edit the data of the copy.