Copying a BP Record in Master Log

To create a new BP record by copying another BP record in master log (Master Log - Business Processes grouping node):

Note: The name of the Master Log - Business Processes grouping node can be customized.

  1. Go to the Home workspace and from the left Navigator, click the Master Log - Business Processes grouping node to expand it.
  2. Click to select a BP and open the BP log.
  3. Click the gear menu ( ) next to the record that you want to copy and click to select one of the following options:
    • Copy with Attachments
    • Copy without Attachments
    • Copy with Conditions
  4. 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 Workspace > Tasks functional node).

See Restricting Line Items by Using Copy with Conditions Option for more details.


Last Published Monday, August 28, 2023