WorkPoint Automate - When an entity is copied – Welcome! How can we help?

Article last updated on the 11^th of April, 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:

WorkPoint Process Builder - Google Chrome

Properties

Title	Type	Required	Description
Title	String	Yes	The title of this trigger. This title is displayed only in the process builder and when inspecting instances of this process.
Business module	String	Yes	The business module which you want to monitor for entity copying.
Trigger status	Boolean	Yes	The status of this specific trigger. Can be used to temporarily disable a trigger, e.g., for debugging purposes.

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.

Properties

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