Copying Multiple Transaction Workflow Rules

Copying multiple rules at once would typically apply when workflow is projector feature based. For example, an Admin can copy a set of rules from an existing project to one that has just been awarded.

  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. Click the Copy Workflows button shown below the Rules grid.
  6. Filter the Rules Listing by Module (ie Procurement) and Feature (ie PO).
  7. Select one or more rules to be copied.
  8. Important: For each selected rule to be copied, overwrite the existing Rule Name and Description with the new entries. Both fields can be updated directly within the grid.
  9. Click Finish.
  10. Upon returning to the Rules listing, click the pencil next to the new rule to make further modifications.

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