Copy Records activity

Configure the Copy Records activity

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

Prerequisites

AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v7.0 or higher.

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
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

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the Data Entities tab.
On the Data Entities tab, drag the Copy Records activity onto your process.

General Configuration

Specifies the basic settings for the Copy Records activity.

Good to Know

Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

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

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 Records Source Configuration

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

Copy Record Source Configuration screen — Figure: Copy Records 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 (out-of-the-box) entities or custom entities in the Entity Name list. Accepted Values: Standard Entities - Shows standard (out-of-the-box) entities in the Entity Name list. Custom Entities - Shows custom entities in the Entity Name list. Default Value: Standard Entities
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 / Unique Record Field Value	Function: Specifies an ID or a value of the primary field for the record to copy from the AgilePoint NX entity source. Accepted Values: One or more record IDs or value of the primary fields for the records from an AgilePoint NX entity separated by semicolons (;). Default Value: None Accepts Process Data Variables: Yes Limitations: The Unique Record Field Value option is available in these releases: AgilePoint NX OnDemand (public cloud) AgilePoint NX Private Cloud or AgilePoint NX OnPremises v8.0 or higher.

Copy Records Target Configuration

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

Fields

Field Name	Definition
Target Entity Name	Function: Specifies the name of the target AgilePoint NX entity to 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 (out-of-the-box) entities or custom entities in the Entity Name list. Accepted Values: Standard Entities - Shows standard (out-of-the-box) entities in the Entity Name list. Custom Entities - Shows custom entities in the Entity Name list. Default Value: Standard Entities
Store 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