Copying a BP Record in Master Log
To create a BP record by copying another BP record in master log (Master Log - Business Processes grouping node):
Notes:
- The name of the Master Log - Business Processes grouping node can be customized.
- 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.
- Go to the Home workspace.
- In the left Navigator, expand the Master Log - Business Processes grouping node.
- Select a BP and open the BP log.
- 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
- Copy with Conditions
- Follow the prompts to complete copying your record for use.
Note: You cannot create a BP record by copying another BP record in Tasks log (go to the Home workspace and select Tasks in the left Navigator).
See Restricting Line Items by Using Copy with Conditions Option for more details.
Last Published Friday, April 11, 2025