Article published on the 8th of June, 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
|Business module||String||Yes||Use this field to select the business module of the source entity.|
|Business module entity||String||Yes||Use this to define the ID of the source entity.|
|Welcome page||String||Yes||Use this field to define a relative path to the new welcome page.