Copying an Individual Workflow Rule

  1. Log in to Sage Construction Management as an Admin.
  2. Click Settings (Gear Icon).
  3. Click Workflow | Contract Admin and Procurement.
  4. Navigate to the Rules section at the bottom half.
  5. Filter the Rules Listing using the View, Module and Feature options shown above the grid.
  6. Click the copy icon (overlapping orange docs) shown to the left of the Rule Name.
  7. Enter a new Rule Name.
  8. Optional: Modify the Description.
  9. Click Continue
  10. Make the necessary changes to the Rules definition and expression.
  11. Click Continue
  12. Make the necessary changes to the Approver logic.
  13. Click Continue
  14. Click Save

Required Implementation Steps

  1. Read workflow overview
  2. Enabling Transaction Workflow
  3. Creating Workflow Rules
  4. Copying an Individual Workflow Rule
  5. Copying Multiple Workflow Rules
  6. Editing Workflow Rules