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 step performs the action of creating a copy of a source entity.
Additionally, it allows for time displacing the new entity to either a fixed date, or relative to the source entity, e.g. by 2 weeks, or 1 year.
Finally it allows for copying relations from the source entity, as well as list contents.
It is used primarily in processes which copies e.g. cases or projects, an example of which is shown in the following image:
The following image shows some of the settings for the Copy entity step:
Step specific properties
|Business Module||String||Yes||Use this field to select the business module of the source entity.|
|Entity||String||Yes||Use this to define the ID of the source entity.|
|Type||String||No||Select the type of time displacement. Options are:
|Primary field||String||No||Select the primary field to be time displaced.|
|Additional fields||Array||No||Select additional fields to be time displaced.|
|Fixed target date||String||No||If Type is set to "Fixed", use this field to select a date to time displace the entity to.|
|Period||String||No||If Type is set to "Relative", use this field to select the period for time displacement. Options are:
Combined with the "Interval value" field, these define by how much the entity is time displaced.
|Interval value||Integer||No||If Type is set to "Relative", use this field to select by how many of the period selection the entity is time displaced.
|Relations||Boolean||No||Use this field to select whether relations from the source entity should be copied to the new entity.|
|Copy lists selection||Array||No||Use this field to select from where to get information about which lists and what content to copy from the source entity to the new entity.
This information typically comes from a previous Copy entity form step.