Copy Workflow

Copy Workflow

Workflows are located here in the supplierONE application: ADMINISTRATION > WORKFLOWS



Workflows have a list of standard parameters which determine their behavior. These parameters can be changed so that the workflow reflects the business process more closely. Moreover, the workflow can be copied and custom values can be set and saved for each subsidiary.

There are a set of workflows which are not asociated with any subsidiary. To find these, users can sort the list of workflows by the subsidiary column, ’Sort Ascending’ option or simply clicking on the ’Subsidiary’ column as presented below. In this way, workflows with empty subsidiary, will appear on top. Workflows that are not asociated with any subsidiary were created as samples for each process and these should be copied.


There are general workflows which are not assigned to specific subsidiaries, but these are processes that  applies to all existing subsidiaries. These should not be copied:
  1. Upload Invoice Ricoh XML
  2. Exchange Rate Time Series Approval
  3. Energy Price Time Series Approval
  4. Send Invoice Notifications
  5. Fuel Ticket Approval

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As referecnce, users can take also the ’PAV’ subsidiary, in this way they can see all the workflows neccessary for a subsidiary.



Select the workflow you would like to copy (workflows can only be copied individually) and then press the 'Copy workflow' button.



 A window will pop up, where you select the subsidiary for which you would like to create the workflow.



After selecting the subsidiary, press the ’continue’ button and the workflow will be copied for the desired subsidiary.



As presented above, you should copy workflows one by one.

After workflows were copied for a newly created subsidiary, their parameters can also be adjusted individually.

Generally speaking, when a workflow is used and started, certain people have to approve it (they receive a message that there is a workflow to be approved). Not everyone has access to all workflow processes.

These rights must be set individually for each workflow in parameters section as below:

Select the workflow for which you want to adjust the parameters or set the approval accesses on ’Parameter' tab.

Click on the '+' icon in the 'parameter value' column where you select the Roles that you want to have approval right.



The assign role window pops up and user select the Roles that can approve that workflow at that level.

Please make sure while adding  the Roles, that the boxes are ticked next to the Role and NOT the line itself is selected, select as many Roles as needed and then press the 'Assign' button.