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Cloning a Business Process Form

1
From the left side of the page, hover the mouse over the Data Mapping & Risk Manager icon, and then navigate to Settings > BP Forms.
Left navigation showing the path to Settings and BP Forms
2
In the Action column to the right of the form record, click the ellipsis menu, and then select Clone.
BP Forms page showing the ellipsis context menu with the Clone option
3
On the Clone Business Process Form page, complete the following fields.
Clone Business Process Form page showing the form name, owner, business process name checkbox, description, assignees, and questionnaire settings
›Enter a unique form name.
›Change the owner of the form if needed. The creator is the default owner of the cloned form.
›To use a different business process name, clear the Business Process Name same as Form Name checkbox (1).
›Enter a description. This is optional.
›To add assignees, click the Add Assignees icon (2), and then click Add Assignee. Add the assignees and click Save. In the Add Assignees modal, you can also assign a due date, enter an optional message, and configure settings.
›Click the Questionnaire Settings icon (3) to enable, if required: Form requires approval to create business process record and/or Copy answers.
4
Click Clone Forms to clone the form, or Clone and Send Forms to clone and immediately send it to assignees.
TrustArc  ·  Cloning a Business Process Form  ·  support.trustarc.com