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.

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. In a row, swipe left to select one of the following options: Copy or Copy with Attachments.
    • For devices that support split view, swipe left and tap , Copy or Copy with Attachments.
    • Select a workflow if multiple workflows are present.
  3. You can 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. Swipe left to select one of the following options: Copy or Copy with Attachments.

For Portal Users

To copy a BP record:

  1. Navigate to the applicable workspace and select a BP record.
  2. In a row, swipe left to select one of the following options: Copy or Copy with Attachments.

    For devices that support split view, swipe left and tap , Copy or Copy with Attachments.

  3. Select 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.
    • 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. Select a BP record and open a line item tab.
  2. Swipe left to select one of the following options: Copy or Copy with Attachments.