Copy modules or scenarios
You can copy modules, groups of modules, or entire scenarios in ÃÛ¶¹ÊÓƵ Workfront Fusion. This ability allows you to reuse scenarios or parts of scenarios without having to build them again.
Access requirements
You must have the following access to use the functionality in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| ÃÛ¶¹ÊÓƵ Workfront package | Any |
| ÃÛ¶¹ÊÓƵ Workfront license |
New: Standard Or Current: Work or higher |
| ÃÛ¶¹ÊÓƵ Workfront Fusion license** |
Current: No Workfront Fusion license requirement. Or Legacy: Any |
| Product |
New:
Or Current: Your organization must purchase ÃÛ¶¹ÊÓƵ Workfront Fusion. |
For more detail about the information in this table, see Access requirements in documentation.
For information on ÃÛ¶¹ÊÓƵ Workfront Fusion licenses, see ÃÛ¶¹ÊÓƵ Workfront Fusion licenses.
Prerequisites
The modules must exist in a scenario before you can copy them.
Copy a module or a group of modules
When you copy a module, the copy retains all of the field values and settings of the original module.
You can paste the module or modules into another area of the same scenario, or into a different scenario.
Consider the following when pasting modules into a different scenario:
- Any field values that pull information from another module that you did not copy can no longer access that information. You must set these fields to pull information from the new scenario.
- If you paste the modules into a scenario owned by another team or organization, all connections must be updated to connections owned by the team or organization that owns the new scenario.
Copy modules
Copying a group of modules is similar to copying a single module.
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Click the Scenarios tab in the left panel.
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Select the scenario where you want to copy a module.
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Click anywhere on the scenario to enter the Scenario editor.
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Right-click on the module that you want to copy.
note note NOTE You can select more than one module by holding shift and clicking on the modules that you want to copy. Copying a group of modules also copies any connecting lines, filters, or routing logic between them. -
Select Copy module.
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Move the cursor to the area of the scenario where you want the copy of the scenario.
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Right click, and select Paste.
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Connect the pasted modules to the scenario by dragging them to the appropriate location in the scenario.
You can also use keyboard shortcuts to copy and paste.
Copy a scenario by cloning
Cloning a scenario creates a copy of the scenario, which you can then edit.
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Open the scenario detail page:
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Click the Scenario tab in the left panel, then click a scenario you would like details on.
Or
If you are working on the scenario in the the scenario editor, click the left arrow
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Right click Options at the upper-right of the page.
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Select Clone.
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(Optional) Enter a name for the new scenario.
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(Optional) Enable Keep the states of any new modules the same as those being duplicated to ensure that the copied scenario also includes information about the most recent records processed by the original scenario.
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Click Save to create the scenario.
Copy a scenario by using blueprints
Scenario blueprints represent the arrangement, mapping, and field values of a given scenario at a given point in time. You can export a scenario blueprint into a JSON file on your computer, then import it when creating a new scenario. Scenarios imported from a scenario blueprint can be edited.
A scenario blueprint represents the entire scenario. If you want to copy only certain modules from a scenario, see Copy a module or a group of modules in this article.
Export a scenario blueprint
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Click the Scenarios tab in the left panel.
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Select the scenario where you want to export a blueprint.
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Click anywhere on the scenario to enter the Scenario editor.
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In the scenario, click the More menu in the scenario settings area.
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Click Export Blueprint.
A JSON file is created and downloads to your computer. You can locate this file in your Downloads folder.
Import a blueprint
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Begin creating a new scenario.
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In the scenario, click the More menu in the scenario settings area.
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Click Import Blueprint.
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In the dialog that appears, click Browse
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Navigate to the blueprint you want to import, and click Open.
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Click Save.
A JSON file is created and downloads to your computer. You can locate this file in your Downloads folder.
Copy and reuse scenarios by using templates
You can create templates as a starting point for your Workfront Fusion scenarios. When you create a scenario from a template, you can modify the scenario without modifying the template. Field values are not saved in templates.
For more information on creating a scenario using a template, see Create scenarios with templates.
Troubleshooting
If you are copying and pasting modules as described in Copy a module or a group of modules and nothing appears when you paste, check your browser’s site settings to ensure that pasting from the clipboard is allowed.