Copying, Replacing and Removing Tasks in Workflows

You can reuse already configured tasks in the same Workflow or in a different Workflow without having to define the tasks anew. You can copy and paste one or more tasks. You can also replace tasks one by one. All the properties of the copied tasks are cloned in the pasted or replaced tasks except their PromptSets and Variables. The connections and dependencies remain.

When you copy and paste tasks in bulk, ensure that they are valid. While copying/pasting, the system does not warn you if one or more tasks are invalid. When you execute the Workflow where you have pasted an invalid task, the Workflow stops at that task. You know that there are invalid tasks if you try to save the Workflow; saving is not possible and a warning icon is displayed.

Also ensure that the tasks are available in the system. When another user deletes a task, there can be a lag before the system refreshes and you notice it.

Important!

  • It is not possible to copy, paste, or replace tasks in the following cases:

    • For IF and ForEach Workflows
    • For the START and END nodes of STANDARD Workflows

  • When you replace a task that has been inserted as external dependency, the new task is automatically inserted as external dependency too.

  • You can copy and paste more than one task simultaneously. However, you can only replace tasks individually.

To Copy and Paste Tasks

  1. Activate the Selection mode.
  2. Select the tasks that you want to copy.
  3. Right-click to select Copy.

  4. Right-click to select Paste.

    You can paste the tasks either in the same or in a different Workflow.

To Replace a Task

There are two ways to replace tasks:

  • Using the context menu

    1. Right-click the task and select Replace.
    2. On the Replace dialog, search for the object with which you want to replace it.
    3. Click OK.

  • Using the drag and drop function

    With the drag and drop function you can replace a task with another one that you can select from various places.

    • From the Objects pane

      1. Click the Objects button in the toolbar to open the Objects pane.
      2. Search for the object with which you want to replace the task.
      3. Drag the task and drop it over the task that you want to replace.

    • From the Explorer list

      1. Open the Explorer list (Process Assembly) in a separate browser window.
      2. Arrange the Explorer and the Workflow editor windows side by side on your screen.
      3. In the Explorer, select the object with which you want to replace the task in the Workflow.
      4. Drag the task and drop it over the task that you want to replace.

    • From the list of results rendered by the global search and the advanced search.

      1. Do a search to find the object with which you want to replace the task.
      2. Select the object from the result list.
      3. Drag the object to drop t over the task that you want to replace.

To Remove Tasks

Do one of the following:

  • Select one or more tasks and press the DEL button on your keyboard
  • Right-click one or more tasks and select Remove Task from the context menu

The connecting lines are also removed.

Notes:

  • The tasks are only removed from the Workflow, not from the Client.
  • The START and END nodes are always available and cannot be deleted.

See also: