Article published on the 3rd of April, 2025.
The contents of this article may be subject to change due to ongoing development of WorkPoint Automate.
The Copy entity content step can be used to copy content from one entity on a business module to another.
The source entity and the target entity may be location on different business modules.
Parameters
| Parameter name | Type | Required | Description |
|---|---|---|---|
| General | |||
| Title | String | Yes | The title of the step as it is displayed in the process builder and to the end user when running the process. |
| Description | String | No | Use this field to type in a description for the step. This description is shown both in the process builder (below the step in the overview) and to the end user when running the process (below the step name in the main section of the process). |
| Name | String | Yes | The name used to refer to this specific step in the process. Must be unique for each step. This name is not displayed to the end user. Default value is "EntityForm". |
| Continue button title | String | No | The text on the Continue button in the bottom right of the process window. Default value is "Continue", but can be customized. |
| Step Input | String | No | Use this field to specify an initial input for this entity form. This can e.g. be used if you want to edit the meta data of an existing entity by adding "Business Module Entity" from the process context in this field. If this form should be blank when running the process, leave this field blank. |
| Source | |||
| Business module | String | Yes | Use this field to select the business module of the source entity. |
| Entity | String | Yes | Use this field to define the ID of the source entity. |
|
Target | |||
| Business module | String | Yes | Use this field to select the business module of the target entity. |
| Entity | String | Yes | Use this field to define the ID of the target entity. |
|
Content | |||
| Copy Relations | Boolean | No | Use this field to specify whether relations should be copied from the source to the target entity. |
| Lists (options for each list on selected module entity type). | |||
| Include | Boolean | No | Use this field to specify whether content from this list should be copied from the source to the target entity. |
| Content type filter | String | No | Use this field to apply a content type filter to the copy action. Only items with the selected content types will be copied. |
| Query | String | No | Use this field to specify a CAML query to use for filtering which items to include in the copy action. |
| Additional filter | String | No | Use this field to specify an adaptive expression to further filter items to be included in the copy action. |
| Output exists behaviour | String | No | Use this field to select the behaviour of this step if it attempts to copy an item which already exists on the target entity list. Options are:
|
| Fields (options for each field on selected module site list) | |||
| Value | N/A | No | Use this field to specify the value of the specific field for the copied item |
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