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Creating a BP Record by Copying an Existing BP Record

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 lets you:

• 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 business process (BP) record by copying another BP record in the Company BP log:

1. Go to the Company Workspace tab and switch to User mode.
2. In the left Navigator, select Company Logs, and then select a BP type to open the BP log.
3. Click the gear menu (  ) next to the record that you want to copy and select one of the following options:
   • Copy with Attachments
   • Copy without Attachments
4. Follow the prompts to complete copying your record for use.

To create a BP record by copying another BP record in the Project/Shell BP log:

1. Go to the project/shell tab and switch to User mode.
2. In the left Navigator, select Logs, and then select a BP type to open the BP log.
3. Click the gear menu (  ) next to the record that you want to copy and select one of the following options:
   • Copy with Attachments
   • Copy without Attachments
4. Follow the prompts to complete copying your record for use.

   Notes:

   • You cannot create a new BP record by copying another BP record in the Tasks log.
   • You cannot copy attachments for document BPs. Line items of records are treated as attachments, so details of line items and forms are not copied to document-type BPs.

Reset on Copy of Record

• A reset only works on Workflow BP records.
• 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, this default value will be seen in the Upper Forms after the Reset operation has been performed. This only applies to Upper Forms. Reset does not work for Line items because the system treats a reset operation as though the user has edited the record and saved it as a draft.

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Last Published Wednesday, July 2, 2025