Copy a Process

Use an existing process as the basis for a new process.

When Integrate copies a process, it copies:

  • All of the templates registrations assigned to the process

NOTE: If a process is copied to another category, the templates will be copied but the template names will display as a GUID.

  • All of the template process loops for single or multiple loop templates, including the View Name and the Primary Key Column Name, the Flat File Object Key, the Download Tables and others
  • The field mappings for all process template loops
  • The Return Value Template ID and the Return Values, if the process uses transaction stringing
  • RFC parameters, if applicable
  • Relationships, if applicable
  • Allowed connections, if applicable

Integrate does not copy the process post records for the original process. Integrate creates one process post by default for the copied process.

NOTE: A process can be copied whether the process is active or not.

To copy a process:

  1. Select Categories on Navigation pane.
  2. Click the Processes icon for a category.
  3. Click Vertical View for the process that should be copied.
  4. Click the Copy tab.
  5. Click Copy Process.

    NOTE: The Copy Type field displays Process.

  6. Click Edit.

    View the field descriptions for the Copy page.

  7. Select a category in the Copy to Category list box.

    NOTE: The list box displays all categories in Integrate.

  8. Enter a name in Copy to Process.

    NOTE: This name must be unique. The name can contain all letters (A-Z), all numbers (0-9), and underscores. It cannot contain special characters. Integrate will replace special characters with underscores in the copied process name.

    NOTE: This field is required to perform the copy.

  9. Enter a description in Copy to Process Description.
  10. Click Save.
  11. Click Execute.

    NOTE: This button is disabled until required fields are completed.

The process is added to the category.