Copying configurations

To configure separate preconditions or follow-up actions for different roles or time periods, you must specify multiple configurations. You can either create a new configuration or copy an existing configuration and then edit it.

Before you begin

You must have permission to modify the project area or team area where you want to copy a configuration.

About this task

Typically, teams copy precondition and follow-up configurations for these reasons:
  • To customize a role or time frame within a project area or team area. For example, your team defines a New Team Member role. To configure this role, you copy the preconditions for the existing Team Member role and then add additional preconditions to the New Team Member role.
  • To customize within a team area. For example, a project area defines three preconditions and your team wants to add more. To add more preconditions in your team area, you copy the preconditions from the project area and then add the preconditions.
  • To copy a configuration from another team area. For example, the Repository team wants to use the preconditions that are set up for the Process team. To use the Process team’s preconditions, the Repository team must open the Repository team area and then copy the preconditions from the Process team area.


  1. Navigate to the project area in the administrative web interface. See Logging in for project administrators and team leads (web). To set preconditions or follow-up actions for a team area, click the team area in the Team Hierarchy section.
  2. In the project area or team area, click Preconditions & Follow-up Actions. The Preconditions & Follow-up Actions page opens and shows the existing configurations for the project area or team area, as in the following example:
    The Preconditions and Follow-up Actions page in the web client. A table has the following columns: What, Who, When, Summary, and Actions. Two operations are shown: Generate Team Invitation and Save Work Item. The Who column shows the Everyone role. The When column shows Always. The Summary column for the Generate Team Invitation operation shows 1 follow-up action. The Summary column for the Save Work Item operations shows 1 precondition.
  3. Click Configure > Copy Existing Configuration.
  4. In the Copy Existing Configuration wizard, complete the steps as follows:
    1. Select whether to copy a configuration from the existing project area or team area or from a different project area or team area. Select the project area or team area and click Next.
    2. Select the configuration to copy and click Next.
      Tip: To see which preconditions and follow-up actions will be copied, hover over the entries in the Summary column.
    3. Select the role that the configuration should apply to and click Next.
    4. Select whether the configuration should apply all the time, for only a specific timeline or iteration, or for only iterations of a specific iteration type, and click Finish.
  5. Optional: To add a precondition or follow-up action for the operation, click the Add icon Add icon; then select the precondition or follow-up action.
  6. Optional: If the preconditions and follow-up actions provide additional configuration settings, specify those settings. For example, in the Required Attributes for Type and State precondition, you can set the precondition based on the work item type and state.
    Note: In the current release, only a subset of preconditions and follow-up actions that require additional details can be configured by using the web UI. For all other preconditions and follow-up actions, you must use the IBM® Engineering Workflow Management (EWM) client for Eclipse IDE to configure them.
  7. Optional: To prevent child team areas, or project areas that consume the shared process of this project area, from customizing this configuration, select Final (ignore customization of this operation in child areas).
  8. To save the new configuration, click Save.


The new configuration is created and is listed with the other configurations.

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