Copying BP Records and Line Items

If you have the applicable permission, you can copy a business process (BP) record or individual line items within a record. When you copy a record, the data from both the main and detail forms are copied. A copy of the record is created in the same location as the source item. Auto-populated values and image pickers are also copied from the source record or line item. Attachments are copied only if you select the Copy with Attachments option. In Text-type BPs, you can only copy the record; attachments, general comments, and responses are not copied. If the value in a BP picker does not meet the filtering conditions that have been configured for the created BP, the value of the BP picker is not copied and is left blank. Additionally, in the Step Form of the created BP, any data elements that are configured to auto-populate from the picker are cleared.

To allow you to copy a BP record or its line items, the administrator must ensure that the Disable Record Copy option in Permission Settings for the applicable BP is not selected for your account or a group to which you belong. If you do not have permission to copy a record or line items within a record, the system displays a corresponding message to explain why you cannot complete the copy process.

Note: If an administrator has enabled the Disable Record Copy option and you use Copy with Attachments or Copy without Attachments while your device is in Offline mode, the copy process might work; however, when your device is in Online mode, the system does not sync the copied record.

For Standard Users

To copy a BP record:

1. Navigate to the applicable workspace, and open a BP record.

   You can also copy BP records from the BP tiles.

2. Long press the BP record.
3. Select one of the following options: Copy without Attachments or Copy with Attachments.

   For a Text-type BP, select Copy.

4. Select from one of the following options:
   • Back to discard the copy.
   • Save to save the record. The record will appear in the BP record log and in the Outbox.
   • Send/Submit to send the record to the server. The record will be displayed in the Outbox if you are working in Offline mode.

To copy a line item:

1. Navigate to the applicable workspace, and open a BP record.
2. Open a line item tab.
3. Long press the BP record.
4. Select one of the following options: Copy without Attachments or Copy with Attachments.

For Portal Users

To copy a BP record:

1. Navigate to the applicable workspace, and open a BP record.
2. Long press the BP record.
3. Select one of the following options: Copy without Attachments or Copy with Attachments.

   For a Text-type BP, select Copy.

4. Select from one of the following options:
   • Back to discard the copy.
   • Save to save the record. The record will appear in the BP record log and in the Outbox.
   • Send/Submit to send the record to the server. The record will be displayed in the Outbox if you are working in Offline mode.

To copy a line item:

1. Navigate to the applicable workspace, and open a BP record.
2. Open a line item tab.
3. Long press the BP record.
4. Select one of the following options: Copy without Attachments or Copy with Attachments.