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Cloning a Business Process Record

Overview

If you need to create a business process record that is similar to an existing one, you can clone the existing record to expedite the setup process.

Cloning a Business Process Record
1
From the left side of the page, hover the mouse over the Data Mapping & Risk Manager icon, and then select Business Processes.
Left navigation showing the Business Processes option
2
Click the ellipsis icon (1) to the right of the record you want to clone, and then select Clone (2).
Business Processes page showing the ellipsis context menu with the Clone option
3
Enter a unique business process name. If you want to also clone the attachments, tags, or custom question answers, check the checkbox next to each option.
Clone dialog showing the name field and checkboxes for attachments, tags, and custom question answers
4
Click Clone.
TrustArc  ·  Cloning a Business Process Record  ·  support.trustarc.com