WorkPoint Automate - When an entity is copied

Article last updated on the 9th of January, 2023.

Note that running system processes requires an active connection. You can set up a connection in the Process Builder.

The "When an entity is copied" trigger will execute the subsequent steps in the process once an entity in the monitored business module list is copied.

An example of use could be on a case management solution, every time a year roll-over of a case is created using a copy of an existing case, an e-mail is sent to the client.

When adding the "When an entity is copied" trigger, you should see the following:

Configuration of the "When an entity is copied" trigger is split in two tabs; the Options tab with settings for which location to monitor, and the Conditions tab to set up conditions.

You can find more general information about triggers in this article.

You can read more about trigger options in this article, and more about condition options in this article.

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