Article published on the 19th of December, 2022.
The contents of this article may be subject to change due to ongoing development of WorkPoint Automate.
Note that the business module you want to move entities from and to must be in the same business module group. You can read more about this in this article.
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:
The following image shows the options for the Connects an entity to a site step:
Parameters
| Parameter name | Type | Required | Description |
|---|---|---|---|
| Options | |||
| Business module | String | Yes | Use this field to select the business module containing the entity which should be moved. |
| Entity | String | Yes | Use this to define the ID of the business module entity which should be moved. |
| Target business module | String | No | Use this to define which business module the entity should be moved to. |
| Target stage | String | No | Use this to define which stage on the target business module the entity should be set to once moved. |
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