Move Records activity
Configure the Move Records activity
To configure the Move 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 Move Records
activity onto your process.
General Configuration
Specifies the basic settings for the Move Records activity.
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Good to Know
- Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.
Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Move Records Source Configuration
Specifies the AgilePoint NX entity from which to move the record.
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Fields
Field Name | Definition |
---|---|
Source Entity Name |
|
Standard Entities / Custom Entities |
|
Filter By |
|
If Record Exists |
|
Record ID / Unique Record Field Value |
|
Move Records Target Configuration
Specifies the AgilePoint NX entity to which to move the record.
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Fields
Field Name | Definition |
---|---|
Target Entity Name |
|
Standard Entities / Custom Entities |
|
Store Record ID in This Variable |
|