Copy a flow or subflow in Coupa

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

Before you begin

Role required: sn_fcms_intg.integration_user

Procedure

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 More actions, and 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

   

5. 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.
6. Use the Trigger Condition for the flow or subflow.
   Note:

   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.

Related tasks

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