Article last updated on the 16th of December, 2022.
The contents of this article may be subject to change due to ongoing development of WorkPoint Automate.
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
| Parameter name | Type | Required | Description |
|---|---|---|---|
|
Source | |||
| 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. |
|
Time displacement | |||
| 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. |
| Fields on entity site lists | Array | No | Use this field to select an array which represents the date- and time fields on the source entity site lists which should be time displaced. Examples: Due date- and start date fields on a Tasks list. Can e.g., take input from the "DateTimeFieldsOnEntityLists" property of a Time displacement form step. |
| Time displacement fixed target date | String | No | If Type is set to "Fixed", use this field to select a date to time displace the entity to. |
| Time displacement 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. |
| Time displacement 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. Example: |
| Relation | |||
| Copy relations | Boolean | No | Use this field to select whether relations from the source entity should be copied to the new entity. |
|
List contents (options for each list on selected module entity type) | |||
| 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. |
|
Stage | |||
| Model | String | No | Use this field to select which stage model the copied entity should be created in. |
| Start Stage | String | No | Use this field to define in which stage on the selected stage model the copied entity should start. |