Do you have that one perfect Workflow that you wish to use every year? Did you know that you can reuse these! Be it yearly maintenance, budgeting cycle, or forecasting, you can roll forward any Workflow.
To accomplish this, you can follow the steps mentioned below:
- Open your workflow project in Workflow Manager.
- Click on the Workflow Project folder.
- Update the start date under Properties.
- You will now see a confirmation window. This will ask if you want to update all dates in the project as an offset between the old and new dates. You can click Yes if you want to update all of the dates in your Workflow Project.
- You will now need to restart your Workflow Project. You can learn how to do so here:
Restart Workflow Tasks - Lastly, make sure your Workflow Status is set to Active.