Copy a Route

About this task

This topic describes how to copy a route. You can also create a new one.

The following conditions apply when you copy a route:
  • A copied route is in the draft state by default, regardless of the state of the original route.
  • The operations, BOM items, properties, and documents in the route are also copied.
  • If you are copying a released, pending approval, or an archived route, the copied route contains the same property definitions and document versions that existed when the route was released or archived. For example, suppose a route was linked to a document version 4 and a property group with three properties. After the route was released, suppose the latest version of the document is 6 and another property has been added to the property group. However, when you copy the route, it will be linked to document version 4, and the property group contains only three properties. Therefore, if you want the latest versions of the attached documents and properties of the route, you must manually attach the document and the property group again with the copied route. Changes to the BOM formulation of the original route, however, are reflected automatically in the copied route.

Procedure

  1. In the Route Editor page, perform one of the following tasks:
    • If you want to copy a route in the draft state, select the route that you want to copy.

      The Edit Route page appears.

    • If you want to copy a route in the released, pending approval, or archived state, select Released, Pending Approval, or Archived, respectively, and then select the route that you want to copy.

      The View Route page appears.

  2. Select , and then select Duplicate.
    The Copy Route window appears.
    • The NAME box contains a value in the following format: Copy of <name of the original route>
    • The REVISION box is disabled and populated with the value 1, regardless of the value in the REVISION box of the original route. This is because this is the first draft of the copied route.
    • The remaining boxes are populated with the corresponding values in the original route.
  3. Enter a unique name for the copied route. The name must not exceed 100 characters.
  4. As needed, modify values in the remaining boxes, and then select Copy.

Results

The route is copied. You can add or remove operations, property groups, and documents to the copied route.