Programming Guide › Modifying Workpoint Business Processes › Clone a Workpoint Process

Clone a Workpoint Process

Copy an existing CA RCM Workpoint process so that you can modify it as required. Do not overwrite the original process.

Follow the naming convention described to help ensure that your process is mapped to the relevant task. Custom processes are differentiated from original processes by a three-letter code. Before you copy any processes, decide what code to use for your custom processes. Use the same code to label all your custom processes.

To copy a Workpoint process

1. Verify that the database server that hosts CA RCM databases is running.
2. Verify that the CA RCM server application is running.
3. Start the local instance of Workpoint Designer.

   Typically you install this application on the Windows system that hosts the CA RCM client tools.

4. Specify the CA RCM Workpoint database. The default database name is WPDS.

   Workpoint Designer opens.

5. In the left pane, click Open Process.

   The main window lists the predefined processes in the CA RCM Workpoint database.

6. Double-click the process you want to modify.

   The process to modify is displayed.

7. Click File, Save As, and save the working copy of the process with a new name. Use the following conventions to fill in the fields of this dialog:

   Name

   Defines the name of the process. Enter a value in the following format:

   custcode_oldname

   Note: custcode is your three-letter customer code, and oldname is the name of the original process. For example, if the customer code you chose is ABC and you are modifying the AddUserRole process, the new process name is ABC_AddUserRole.

   Reference

   Defines a reference string used to identify the type and purpose of the process. Enter a value in the following format:

   custcode_procref

   Note: procref is the original process reference. For example, if your customer code is ABC and you are modifying the AddUserRole process, the new process reference is ABC_AURO.

   Description

   Defines a short text description of your custom process.

   Click Save to create a copy of the process.

8. Click Process, Properties, and select the User Data tab. Verify the following fields, editing their values if necessary:

   Implements

   Specifies the reference code of the original process. For example, if you copied the AddUserRole process, the value of Implements is AURO.

   Version

   Defines the version of the process. You can use this field to identify iterations of your custom process.

   Description

   Defines a description of your customized version of the process.

9. Click Apply and OK.

   Setting are saved.