You can copy an existing business process record to create another business process record of the same type.
The original data in all data entry fields, including line items (if applicable), will be copied. For most business processes, you will have the option to copy attachments to the new form. Other attached information, such as general comments, linked records, and linked Mailbox, will not be copied.
The copied record will reflect the data found in the original record. Auto-populated fields will not be refreshed or recalculated.
For non-workflow BPs, copying a record results in creation of a record and not creation of a draft.
In addition, you can restrict the line items to be copied and specify other copy options by using the Copy with Conditions copy option. The Copy with Conditions enables you to:
- Copy specific (rather than all) line items
- Include or exclude attachments
- Retain or remove references to records auto-created from an upper form
- Retain or remove references to records auto-created from line items (from all tabs)
- Include linked records
The above options are not available for Payment Applications.
Business processes that have been auto-created and are currently in the Initiation step (prior to the Create step in the workflow) cannot be copied. You cannot copy these business processes until the record has been sent or is in a "finish edit" status.
To create a new BP record by copying another BP record in Company BP log:
- Go to Company Workspace and switch to User mode.
- From the left-hand Navigator, click the Company Logs node to expand.
- Click to select a BP and open the BP log.
- Click the gear menu (
) next to the record that you want to copy and click Copy. - Follow the prompts to complete copying your record for use.
To create a new BP record by copying another BP record in Project/Shell BP log:
- Go to your project/shell and switch to User mode.
- From the left-hand Navigator, click the Logs node to expand.
- Click to select a BP and open the BP log.
- Click the gear menu () next to the record that you want to copy and click to select one of the following option:
- Copy with Attachments
- Copy without Attachments
- Follow the prompts to complete copying your record for use.
Note: You cannot create a new BP record by copying another BP record in Tasks log (Home > Tasks node).
Reset on Copy of Record
- A reset works on Workflow business process records, only.
- If the Action form associated with the "Creation Step" of record has data elements that have "Reset" property, then after copy the system resets the values of these fields.
- If the reset is done on an element that has a data set of value/label pairs, and if there is a default value specified, then the default value is displayed.
- For fields with Data Picker as auto-population source, if the value of the Data Picker (as auto-population source) has been reset, then the system resets the value of the field. This means that the auto-population of the form fields from a Data Picker will change if the Data Picker value is reset.
- After a reset is done, any formula that depended on the Reset field will be re-evaluated.
- If a default value has been specified for a Data Element with Reset property, then this default value will be seen in the Upper Forms after the Reset operation has been performed. This will be applicable to Upper Forms, only. Reset will not work for Line items since the system will treat a reset operation as though the user has edited the record and saved it as a draft.