Shape configuration in a duplicated process flow

Introduction

When a process flow is duplicated, all shapes are copied (so the structure of the flow is replicated entirely) however, some shapes must be reconfigured. Reconfiguration requirements depend on where the process flow is copied:

• As a 'typical' user managing your own company profile, you can duplicate an existing process flow to use as a starting point for a new process flow, within your company. Please see Duplicating a process flow for the current company profile.

• As a Patchworks partner/agency managing multiple company profiles, you can duplicate process flows between these profiles. In this case, there are a few variations to consider - please see Duplicating a process flow between different company profiles.

Duplicating a process flow for the current company profile

The table below summarises shape reconfiguration requirements when a process flow is duplicated within the current company profile.

Shape	Reconfigure?	Notes
Trigger	No reconfiguration needed	Existing trigger schedule and/or webhook settings are duplicated in full. Applies when copying to the same company or to a different company.
Connection	Full reconfiguration needed	All settings (including instance and endpoint details) must be reconfigured. If connectors do not exist in the receiving company, they must be installed and instances must be added.
Filter	No reconfiguration needed	Existing settings (including instance and endpoint details) are duplicated in full.
Route	No reconfiguration needed	Existing settings (including instance, endpoint, route names and conditions) are duplicated in full. All 'child' shapes for routes are also copied - standard reconfigure options apply to these.
Custom script	No reconfiguration needed	Existing custom script selections are copied in full.
Manual payload	No reconfiguration needed	Existing manual payload content is copied in full.
Assert payload	No reconfiguration needed	Existing manual payload content is copied in full.
Map	Varies - see notes	All existing mappings are copied in full. In most cases, transformations are also copied however, if a transformation requires a company-specific resource (such as a script or a cross reference lookup), these are not copied. In this case, the map shape displays a warning - you must recreate these resources in the receiving company and reconfigure the associated transformation(s).
Add to cache	Varies - see notes	Copy status depends on the cache type: Company. All existing settings are copied in full. Flow. The add to cache shape must be reconfigured with a new cache. Flow run. The add to cache shape must be reconfigured with a new cache.
Load from cache	Varies - see notes	Copy status depends on the cache type: Company cache. All existing settings are copied in full. Flow cache. The load from cache shape must be reconfigured with a new cache. Flow run cache. The load from cache shape must be reconfigured with a new cache.
Flow control	No reconfiguration needed	Existing settings (including instance and endpoint details) are duplicated in full.
Split	No reconfiguration needed	Existing settings (including instance and endpoint details) are duplicated in full.
De-dupe	No reconfiguration needed	Existing settings (including data pool and data path) are duplicated in full.

Duplicating a process flow between different company profiles

When a process flow is duplicated between different company profiles, most reconfiguration requirements are consistent with those detailed above. Variations to consider when duplicating between company profiles are summarised below.

Shape	Reconfigure?	Notes
Custom script	Full reconfiguration needed	The required custom script must be created and deployed in the receiving company, then the script shape must be reconfigured.
Map	Varies - see notes	All existing mappings and transformations are copied. However, if a transformation requires an item which does not exist in the receiving company (for example, a cross reference lookup, a script, or a map) then these items must be added to the company and the transformation(s) must be reconfigured.
Add to cache	Full reconfiguration needed	The shape must be reconfigured with a new cache.
Load from cache	Full reconfiguration needed	The shape must be reconfigured with a new cache.
De-dupe	Full reconfiguration needed	The shape must be reconfigured with a new data pool and a new data path.