1.0 - Cloning a Workflow or Customer List - Vantage Customer Experience

Vantage Customer Experience User Guide

prodname
Vantage Customer Experience
vrm_release
1.0
category
User Guide
featnum
B035-3800-099K

Two types of cloning are available in the Workflows module or Customer Lists module. Shallow cloning creates a duplicate workflow or customer list for use in other calculation models where any sub-rules and sub-workflows or sub-customer lists (child items) are shared with the original workflow or customer list. Any changes made to those child items affect both the original and the cloned workflow or customer list. Deep cloning creates a copy of a workflow or customer list and all child items as a basis for a new workflow or customer list. Any changes made to the cloned child items do not affect the original workflow or customer list or its child items.

If you clone a workflow or customer list that includes workflow-level or customer list-level variables, the variables will be duplicated into the cloned workflow or customer list.

  1. Choose one the following options:
    Option Action
    Clone a workflow Select "" > Data preparation > Workflows.
    Clone a customer list Select "" > Customer list.
  2. Select "" > Clone.
  3. Select one of the following options:
    Option Steps
    Create a workflow where the child items are shared with the original workflow
    1. Click SHALLOW CLONE.
    2. Enter a New workflow name then click CLONE WORKFLOW.
    Create a complete workflow that includes copies of the child items
    1. Click DEEP CLONE.
    2. Enter a New workflow name then click NEXT
    3. Specify at least one child item naming scheme:
      • Modify the Prefix that will be prepended to all child item names.
      • Add a Suffix that will be appended to all child item names.

        You must specify a naming scheme, either Prefix or Suffix. You can use both naming schemes.

    4. Click CLONE WORKFLOW.
    Create a customer list where the child items are shared with the original customer list
    1. Click SHALLOW CLONE.
    2. Enter a New customer list name then click CLONE CUSTOMER LIST.
    Create a complete customer list that includes copies of the child items
    1. Click DEEP CLONE.
    2. Enter a New customer list name then click NEXT
    3. Specify at least one child item naming scheme:
      • Modify the Prefix that will be prepended to all child item names.
      • Add a Suffix that will be appended to all child item names.

        You must specify a naming scheme, either Prefix or Suffix. You can use both naming schemes.

    4. Click CLONE CUSTOMER LIST.