As processes are completely separate, if you are looking to duplicate the details found in one process to another, please follow these steps:
Please Note: Only Admins, Power Users, and Process Admins, can access Settings.
Click on the 3 hamburger lines to the left of the process name and select +Create New Process
Go into the NEW process
Select Settings > Process Settings> Cover Page
Remove ALL unwanted Cover Page fields by clicking on the red archive line from within the Field List
Then, scroll to the bottom of the Field List where you will find the Archived Fields section
From here, click on the trash can and completely delete all fields out of this new process
Please Note: Fields which are not deleted, and do not exist in the ORIGINAL Process, will remain after this process is complete.
Still in the NEW process:
Go into Settings > Process Settings > Cover Page and delete/rename the existing Groups and Fields to reflect the same Group names and Fields as in the ORIGINAL Process.
Go back into the ORIGINAL Process:
Create a new Project
Add a value to each field
Please Note: Fields will ONLY copy to the new process if there is data in the field. Example below-
A single letter for a text field, or single number for number field is all that is needed. As long as there is a value, in the field's format (text, number, choice etc.), the field will be copied to the new process
Once all values have been entered, while still in the ORIGINAL process, click into a project card > click Actions > Copy to another process
You will then select the Target Process (ideally the new process you just created) along with the desired Stage the project card should copy into. When ready, click Copy
When the project has finished copying, a box will appear on screen within Midaxo with the 'Project Copy Results'. It's best to go into the new process and confirm all looks as expected.
Please Note: Required Fields do not copy over; you may need to recreate these fields
You now have an exact copy of your ORIGINAL cover page