Hi Martti,
So would start with a custom copy menu item in the Actions menu?
Yes, the user would select the instance then trigger the process through the menu
Referring to the question some time ago, could the process also set the name of the Status Report with out save and refresh?
Process can set the data to any requirement, as soon as it's run it's created. User doesn't interact till it's done.
Or do you need another process?
No, it's the same process
Is the status report created in the db when the edit properties view opens with the copied data?
it's created in the db as soon as process triggered, user view the created report.
Similar mechanism to the copy cost plan.
Here's the user journey
select report to copy
Under actions select copy (I wish I could add a copy button at the bottom without a customisation!)
New report created with (copy) in title, status of draft and report date of today.
User then goes into the status report and edits the data as they want.
We could go further and build a custom webapp to enter this data but that's for another day!