To enable and use the Clone feature for requests in Cflow, follow the steps below:
- Go to Workflow Setup from the left panel.
- Select a workflow from the list.
- Click on the Advanced tab.
- In the left panel, click on Workflow Properties.
- Under the Controls section, locate Clone a Request.
- Turn on the toggle to Enable Clone.
- Click Setup if any additional configuration is needed.
- Click Save at the bottom right.
Once enabled, users can clone requests directly from the Stage Inbox.
For example, if you want to duplicate a request in the Expense Report workflow:
- Go to the Stage Inbox of the workflow.
- You will see a Clone icon (two overlapping documents).
- Click on the Clone icon next to the request you wish to duplicate.
- The cloned request will appear in Draft mode and will be marked with a ‘D’ prefix.
- You can modify the cloned request if needed and then submit it for approval.
This allows you to quickly recreate similar requests without starting from scratch.
