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Process Management Framework - Move Entity

Article published on the 26th of April, 2022.

The contents of this article may be subject to change due to ongoing development of the Process Management product.

The Move entity step can be used to move entities from one business module do another within the same WorkPoint solution.

Moving entities between business modules could be useful e.g. in Project Management solution using a Projects module and another module for archived projects. When projects transition into an "Archived" stage at the end of its life cycle, the Move entity step can be used to move the entity to a different business module containing archived projects.

An example of a setup using the Move entity step could look like the following:

WorkPoint Process Builder - Google Chrome

The following image shows the options for the Connects an entity to a site step:

Parameters

Parameter name Type Description
Title
String Use this field to give the step a friendly title.
Description String Use this field to give the step a description of use.
Name String Use this field to give this step a unique name used for identification.
Step Input Object Use this field to select an output from a previous step as input for this step.
Business Module String Use this field to select the business module containing the entity which should be moved.
Business Module Entity String Use this to define the ID of the business module entity which should be moved.
Target business module String Use this to define which business module the entity should be moved to.
Target stage String Use this to define which stage on the target business module the entity should be set to once moved.
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