Copy Workflow and Lifcycle to new name

[BenLoosli]

What is the best method for copying workflows, lifecycles and teams to new names at the org level?

We are building new Windchill systems and need to take the default workflows, lifecycles and teams and copy them per the Best Practices so any PTC changes will not overwrite our modified ones.

There is no copy and paste like other elements to make the process easy.

Export and Import after editing the XML?

[Florent · Accepted solution]

Hi Ben,

I think you can do a save-as (right-click) for any of the templates you mentioned.

[mmeadows-3]

Not sure I fully understand.  I do it manually when creating new configurations.  I don't know of any way to copy all in bulk.  Also, they won't be linked to each other.  So, we have to edit and reconnect them to each other.

Navigate to Templates at the Site or Org, depending on where you want to build the new configuration.

Choose the template type you want to export from the drop down (e.g. Life Cycle Templates).  

Right click on any particular PTC Life Cycle Template > Save As > and give it a new name.