Copy an individual workflow rule

1. Log in to Sage Construction Management as an Administrator.

2. Select Settings () > Workflow > Contract Admin & Procurement.
3. In the Workflow Rules section, use the View, Module, and Feature options, if needed, to filter the listing.
4. Select the Copy link next to the appropriate rule.
5. Update the Rule Name.
6. Optionally, modify the Rule Description, Module, or Features as needed.
7. Select Continue.
8. Optionally, modify the Field, Expression, and Value.
9. Select Continue.
10. Make the necessary changes to the approver logic.
11. Select Continue.
12. Select Save.