Start new processes from existing task data

If you must start a new instance of a process that you previously initiated, use the data from the previously initiated process to start the new process. This technique can save you time if the process has a long form to fill.

  1. Perform one the following steps:

    • View the details for the existing process instance. Processes that you initiated display the Initiated icon Image of a yellow sunburst. Click the History tab and select the task that initiated the process.

    • From the results of a search template, select a task that initiated a process instance.

  2. Click Start  . The form and data for the task is displayed.

  3. Update the data as necessary and click either Complete or the appropriate button on the form.

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