Copy Record activity

An activity that copies a record from one AgilePoint NX entity to another entity.


Copy Record activity

Configure the Copy Record activity

To configure the Copy Record activity, do the procedure in this topic.

Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the AgilePoint Data Entities AgilePoint Data Entity icon tab.
      2. On the AgilePoint Data Entities AgilePoint Data Entity icon tab, drag the Copy Record Copy Record icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

General Configuration

Specifies the basic settings for the Copy Record activity.

Figure: General Configuration screen

General Configuration screen

Fields

Field Name Definition

Display Name
Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description
Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Copy Record Source Configuration

Specifies the AgilePoint NX entity from which to copy the record.

Figure: Copy Record Source Configuration screen

Copy Record Source Configuration screen

Fields

Field Name Definition

Source Entity Name
Function:
Specifies the name for the source entity from which to copy or move the record.
Accepted Values:
An entity name from the list.
Default Value:
None
Accepts Process Data Variables:
No

Standard Entities / Custom Entities
Function:
Specifies whether to show standard entities or custom entities in the Entity Name list.
Accepted Values:
  • Standard Entities - Shows standard entities in the Entity Name list.
  • Custom Entities - Shows custom entities in the Entity Name list.
Default Value:
Standard Entities
Accepts Process Data Variables:
No

Filter By
Function:
Specifies the type of the ID to filter the record.
Accepted Values:
  • ID
  • Record ID
Default Value:
None

If Record Exists
Function:
Specifies what action to do when the entity record already exists.
Accepted Values:
  • Overwrite - Replaces the record if it exists at the target location.
  • Skip and Proceed - Ignores an error and replaces the record if it exists at the target location.
  • Stop and Throw Exception - Does not replace the record if it exists at the target location and shows an error in the log.
Default Value:
None

Record ID / Record Name
Function:
Specifies the record name or record ID to copy the record from the AgilePoint NX entity source.
Accepted Values:
A valid record name or record ID from an AgilePoint NX entity.
Default Value:
None
Accepts Process Data Variables:
Yes

Copy Record Target Configuration

Specifies the AgilePoint NX entity to which to copy the record.

Figure: Copy Record Target Configuration screen

Copy Record Target Configuration screen

Fields

Field Name Definition

Target Entity Name
Function:
Specifies the name of the target AgilePoint NX entity where you want to copy or move the record.
Accepted Values:
An entity name from the list.
Default Value:
None
Accepts Process Data Variables:
No

Standard Entities / Custom Entities
Function:
Specifies whether to show standard entities or custom entities in the Entity Name list.
Accepted Values:
  • Standard Entities - Shows standard entities in the Entity Name list.
  • Custom Entities - Shows custom entities in the Entity Name list.
Default Value:
Standard Entities
Accepts Process Data Variables:
No

Store Response Record ID in this Variable
Function:
Specifies the process data variable that stores the ID of a record you copied or moved.
Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces or special characters.
Default Value:
None
Accepts Process Data Variables:
Yes