We create global processes as templates, which we adapt for our customers. This creates linked copies, but these remain dependent on the original global process. This poses several challenges:

Dependencies:

When you delete a global process, all processes created from it are also deleted for customers. This leads to data loss and poses a threat to our work processes.

Confusion in global processes:

In order to reuse processes or adapt them for other customers, we are forced to leave them as global processes. Over time, this creates a confusing structure.

Limited reusability:

We lack a function to move processes as independent, detached copies between customers or to export and import them as standalone templates.

Feature request:

Independent copies: Processes should be able to be moved or exported/imported as standalone copies between customers, without dependencies on the original global process.

Archiving: Global processes should not have to be permanently deleted, but should be able to be archived as an option to improve the overview.

Flexibility: The combination of templates and derived processes should be optional to enable individual adjustments.