Allow View with Copying

You cannot copy every workflow. If you want to know whether you can copy a workflow, add the field Copying allowed to the workflow.

To view a workflow with copying allowed:

1. Go to: CRM / Dossier / Configuration / Dossier item type.
2. Open the properties of the dossier item type..
3. Go to the tab: Workflows.
4. Add a view:
   1. Display the Views toolbar using Ctrl+Shift+K if it is not visible.
   2. Go to: Views /New view....

      

5. Select based on an existing view.
6. Select the Workflows view as the basis.
7. Click on: Next.
8. Enter the description.
9. Click on: Next.
10. Go to: Workflows / Workflow type.
11. Select the Copying allowed field.
12. Add this to the fields in the data collection (using the arrow).
13. Click on: Finish.