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Process Management Framework - Copy entity form

Article published on the 7th of June, 2022.

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

The Copy entity lists step is used to select which lists and what content to copy from an original entity.  It is typically used in a process before a Copy entity step in order for users of the process to be able to check which content from which lists they want to be copied over from the original entity.

This is done from the following form displayed when the step is active in the process:

An example of a setup using the Connects an entity to a site 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 a business module.
Business Module Entity String Use this to define the ID of the business module entity.
Copy relations Boolean Use this to define if relations on the original entity should be copied.
Copy relations locked Boolean Use this to define if the "Copy relations" option should be locked.
Copying configuration N/A See below

Copying configuration

The "Copying configuration" section contains all lists found on entities on the selected business module.

When a process using the Copy entity lists step is run and the step is active, the user can select which content from which lists to copy. Expanding the lists in the Copying configuration section enables administrators to pre-define which content should be copied and whether the setting should be locked or be up to the user.

This can be useful if an organization has specific policies related to which content must be copied when copying e.g., a case or a project.

An example of a configuration which will copy the contents of the "Documents" library, including folders, and lock the setting could look like the following:

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