Copy a flow or subflow in Coupa

Create a copy of a flow or subflow, make the necessary modifications, and then activate it.

Avant de commencer

Role required: sn_fcms_intg.integration_user

Procédure

1. Navigate to All > Process Automation > Workflow Studio.
2. From the Workflow Studio home page, select Flows.
3. Open the flow that you want to copy.
4. Select the more actions icon ().
5. Select Copy flow.
   Important :

   Perform this step only if you plan to customize or make specific changes to the flow.

   Figure 1. Copy of a Award Purchase flow

   

6. Activate the flow or subflow.
   • Make sure that the flow or subflow is available and activated on the base system.
   • Activate the copied flow after making the required changes.
7. Use the Trigger Condition for the flow or subflow.
   Remarque :

   After data is pulled into staging tables, the transform maps move data into target tables. For more details, refer to Source-to-Pay integration framework transform maps and subflows.
   You have successfully copied and executed the flow.

Tâches associées

• Trigger a flow or subflow in Coupa
• View the execution status of a flow
• Use a flow or subflow in Coupa (outbound)