To copy an approval
You can copy an approval to create another approval that is similar to an existing approval. You can make a copy of the existing approval and modify the copy, leaving the original approval intact.
1.
Navigate to the approval that you want to copy.
2.
Click the
Copy this Item
icon (
).
3.
Click
OK
when
Marketing Operations
prompts to copy the approval.
The copy of the approval opens to the Summary tab. The copy appears as "Copy of
original approval name
". The new approval has a status of Not Started.
Modify any information you want to change in the copy and click
Save Changes
.
The copy appears in your
All Approvals
view.
Details copied
The following details are copied.
List of approvers and whether they are required or optional
List of owners
The subject, with “Copy of” before the original approval name
Target Due Date
Sequence
Description
Items to approve
Details not copied
The following items are
not
copied.
Any instructions for individual approvers are not copied.
The contents of the message board are not copied.
Information from the Analysis tab is not copied.
The copy is not linked to any project workflow, even if the original is. That is, copying an approval creates a stand-alone approval
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).