How to copy Visual Process Flows in Sage 100

Description

How to copy Visual Process Flows (VPF)’s

Resolution

To copy an existing VPF to another Visual Process Flow within the same installation:

• Open Modules, Visual Process Flows, Visual Process Flow Manager
• Highlight the VPF you would like to Copy
• Click the “Copy” button on the top right
• Click “Next” to confirm
• Fill out the remaining fields in the Wizard to complete your new VPF
• Save the new VPF you have created

To Copy an Existing VPF to a separate installation:

• Open Modules, Visual Process Flows, Visual Process Flow Manager
• Highlight the VPF you would like to Copy
• Click on the “Open Process Flow Designer” button on the bottom left
• When the Designer opens, select File, Export as Text
• Highlight and copy the text that appears and save it in Notepad or another text editor
• Go to the separate installation
• Open Modules, Visual Process Flows, Visual Process Flow Manager
• Either select to create a new VPF, or modify an existing one
  • Once the Designer opens, select File, Import
  • Paste in the contents of the Text file and accept
  • Save the new VPF you have created

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.