Export a stage set from a workflow

You can create a new stage set by exporting the stages from an existing workflow as a set, instead of manually adding stage set entries to a stage set record.

Procedure

  1. Navigate to Workflow > Workflow Editor.
  2. Open and check out the workflow containing stages that you want to export as a new stage set.
  3. In the title bar, click the menu icon and select Edit Stages to open the Workflow Stages dialog box.
  4. In the Related Links section, click Export to Stage Set.
  5. Enter a unique Name for the new stage set.
  6. Click OK.

What to do next

The stage set can be added to a workflow or assigned as the default set for workflows that are created for a specific table.