Move Record activity
Configure the Move Record activity
To configure the Move Record activity, do the procedure in this topic.
Prerequisites
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.
Good to Know
- To send an e-mail notification, click
Advanced
> E-mail Notifications
.
For more information, refer to Configure E-mail Notifications for Any Activity.
- In most text fields, you can use process data variables as an alternative to literal data values.
- You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
How to Start
- On the Application Explorer screen, do one of these:
- Do one of these:
- Add an activity:
- In the Process Builder, in the Activity Library,
open the AgilePoint Data Entities
tab.
- On the AgilePoint Data Entities
tab, drag the Move Record
activity onto your process.
- In the Process Builder, in the Activity Library,
open the AgilePoint Data Entities
- Change an activity:
- In your process, double-click your activity.
- Add an activity:
General Configuration
Specifies the basic settings for the Move Record activity.

Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Move Record Source Configuration
Specifies the AgilePoint NX entity from which to move the record.

Fields
Field Name | Definition |
---|---|
Source Entity Name |
|
Standard Entities / Custom Entities |
|
Filter By |
|
If Record Exists |
|
Record ID / Record Name |
|
Move Record Target Configuration
Specifies the AgilePoint NX entity to which to move the record.

Fields
Field Name | Definition |
---|---|
Target Entity Name |
|
Standard Entities / Custom Entities |
|
Store Response Record ID in this Variable |
|