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Initiating a new process with existing process data in AEM Forms workspace

You can initiate a new process using the data of an existing process data. The need to initiate a new process from existing process data arises when we have to use the same form frequently with few changes in content like that of paid-time-off forms. This feature saves time and effort of users especially when the process has long form to fill.
Following are the steps to initiate a new process from existing process data:-
  1. Do one of the following actions:
    • In Tracking, click the process instance whose data you want to use. From the Process History view in the right pane, click the task row that corresponds to the start point.
    • In Tracking, select a search template to display a list of process instances. Select the instance whose data you want to use.
    • In the To-Do tab, select the task. Click the History tab, and select the task that initiated the process instance.
  2. In the Task action toolbar, click Start . An Adaptive Form for the new process instance is displayed with prefilled data.
  3. Update the data as necessary, and click either Complete or an appropriate button on the form.