Moving parts of the BPM around

[Stephen Hutchinson]

Hi All

I am trying to move the workflow in the "review' tab to the "investigation tab"  (after the response sent to customer) node. Is this possible ? and if so how would I do this?

 

Regards

S.Hutchinson

[Steven Boardman]

Hi @Stephen Hutchinson

Thanks for the post, there is indeed a copy and paste option on the process designer.  If you select the nodes you want to copy, and then right click, you'll see options to copy nodes.   If you then go to the stage you want to copy them or cut them, and right click you will have a paste node option.

Now having said that, i have just tested this and there does appear to be an issue, which i have asked a colleague to take a look at, as the pasting does not appear to be working  once this is fixed i will paste back here, but this functionality is definitely provided (and great when it works  )

Hope this is going to help going forwards

Steve 

[Steven Boardman]

Hi @Stephen Hutchinson

Just to update you here, the issue has been fixed and you can now cut / copy and paste nodes from stage to stage or between processes as described above. 

Looking at your example above, please also ensure that if you are moving nodes to another stage and you have stage checkpoints defined and in use, that you update the checkpoints in each of the Manage Current Stage settings to reflect what is now needed in the stage you moved the nodes from and too. 

Thanks

Steve

[Steven Boardman]

Hi @Stephen Hutchinson

Apologises for this but we identified an issue with the change that was made yesterday evening, so this was backed out temporarily.   Once it is addressed the fix will be available again and i will update here.

Steve

 

[Stephen Hutchinson]

Hi Steven, thanks for your feedback so far. I'll wait for your update before attempting to make any changes.

[Steven Boardman]

Hi @Stephen Hutchinson

Just to let you know this is now fixed and the copying and pasting is available again in the admin tool and business process designer.

Feel free to give this a go, as i think this will now give you what you were after

Steve