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Copying and pasting process steps

The capability to copy and paste steps helps you streamline process building. You can either copy and paste just one step at a time or multiple steps.

Procedure

  1. To copy one step, point your cursor at the step or click the step itself. To copy multiple steps, click and drag a rectangle around the steps that you want to copy.

    Depending on what you chose to copy, a button bar appears above a single step, or a transparent rectangle appears on the canvas, with a button bar displaying the number of selected objects (steps and notes).

  2. Click the Copy button.

    A message indicates that the step or steps have been copied.

    note

    Start steps cannot be copied because each process can have only one Start step.

  3. Do one of the following:

    • Click the location on the process canvas where you would like to paste the step(s) and click Paste.

    • Open a different process, click the location on the process canvas where you would you like to paste the step(s), and click Paste.

    The step or steps are pasted to the new location.

    note

    Processes can contain a maximum of 250 steps and notes. If pasting a step into the process causes you to exceed the limit, you receive a warning and you are not be able to paste the step into the process.

  4. Optional: Repeat the previous step to paste the process step(s) to an additional location.

  5. Click Save or Save and Close in each process that you changed.

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