Article last updated on the 9th of April, 2024.
The contents of this article may be subject to change due to ongoing development of WorkPoint Automate.
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:
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 a business module. |
| Entity ID | String | Yes | Use this field to define the ID of the business module entity. |
|
Relations | |||
| Copy relations | Boolean | No | Use this field to define if relations on the original entity should be copied. |
| Lock relation copy | Boolean | No | Use this field to define if the "Copy relations" option should be locked. |
| Hide relation copy | Boolean | No | Use this field to optionally hide the option to copy relations when the form is displayed in a process. |
|
List contents (options for each list on selected module entity type) | |||
| Hide lock column | Boolean | No | Use this field to optionally hide the "Lock" column for the user when the form is displayed in a process. |
| Hide reset column | Boolean | No | Use this field to optionally hide the "Reset" column for the user when the form is displayed in a process. |
| Include content |
Boolean | No |
Use this field to define if content in the specific list should be copied from the source entity to the new entity. |
| Include content with unique permissions |
Boolean |
No |
Use this field to define if content with unique permission from the specific list should be copied from the source entity to the new entity. |
| Include folders |
Boolean |
No |
Use this field to define if folders in the specific list should be copied from the source entity to the new entity. |
| Reset content to template |
Boolean |
No |
If a list is copied with the 'Reset to template' option, all items in the list that has been created from a template will be created based on the template and not as a copy from the source entity. |
| Fields not to copy |
Array | No | Select which fields should be excluded from being time displaced on the copied entity. All field types can be selected here. The value for the excluded fields will not be copied from template or source item. The value will be set to the the default value for the fields. |
| Lock all settings | Boolean | No | Use this field to define if the settings set for the specific list should be locked. If locked, users will see the settings in the form, but they will not be able to change the settings. |
| Hide | Boolean | No | Use this field to define if the settings for the specific list should be hidden. If hidden, the settings will not be shown to the user when they encounter this form. |
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