Moving a Workflow Template
The Move action allows you to move a workflow template up the context hierarchy. The following rules apply:
• The workflow must be checked in before you can move it.
• The workflow template name must be unique in the target context.
For example, you cannot move a workflow template named “Review” into a target context if that context already has a “Review” template. Use the Rename action to provide a unique name for the template.
• The Move action moves the template to a higher level context in the context hierarchy. Workflow templates can only be moved up the context hierarchy; they cannot be moved down.
For example, you can move a workflow template from a product context to an organization context or to the site context.
1. Select the Move action from the right-click actions menu for the workflow template you want to move.
The Move window opens.
2. From the Name drop-down menu, select the context to which you want to move the workflow template. If no options are listed, it means that there are no eligible contexts in which to move the template. Review the rules provided above.
3. Click OK.