Copy an individual workflow rule
- Log in to Sage Construction Management as an Admin.
- Go to Settings > Workflow > Contract Admin & Procurement.
- In the Workflow Rules section, use the View, Module, and Feature options, if needed, to filter the listing
- Select the Copy link next to the appropriate rule.
- Update the Rule Name.
- Optionally, modify the Rule Description, Module, or Features as needed.
- Select Continue.
- Optionally, modify the Field, Expression, and Value.
- Select Continue.
- Make the necessary changes to the approver logic.
- Select Continue.
- Select Save.