Edit Copy Attributes

The Copy element is used to create a new record in the workflow. After you add this element to your flow diagram, you can edit its attributes to specify the field values, a confirmation message, and a name for the record you are creating.

When a new record is created with the Copy element, it is not automatically saved to the database or displayed to staff members. To ensure the new record is saved, be sure to open the working record in a workspace that has the Save button enabled or follow the Copy element with a Save element. See Save Attributes.

To display the copied record to staff members, you will need to follow the Copy element with a workspace or workflow of the same record type and specify the copy as the working record you want to display.

1. From your open workflow, click a Copy element on the canvas.
   The Element Tools tab displays on the ribbon.
2. Click a button on the left of the Working Record button group to select the type of record you want to copy.
   The last record of that type is selected by default and the working record label is updated with the name of the selected working record.
3. To select a different record of the selected type, click a button on the right of the Working Record button group to select the record you want to copy.
   Tip: For a menu of available records, click Expand Working Records below the scroll bar in the Working Record button group.
4. To select the parts of the original record to include in the record copy, click the Copy Details drop-down menu and select the parts you want to copy. Available options vary by record type.

   Copy Detail Options by Record Type

   Record Type	Copyable Details
   Incident	Threads, incident contacts, and file attachments.
   Contact	Contact lists, file attachments, and notes.
   Answer	Sibling relationships, file attachments, and notes.
   Opportunity	Opportunity contacts, opportunity competitors, quotes, quote products, file attachments, and notes.
   Organization	Organization addresses, file attachments, and notes.
   Task	File attachments and notes.

   Quotes and quote products can be copied but have no copy detail options.

5. To display a confirmation message when the record is copied, click Confirmation Message and enter the message.
   1. Click OK.
6. To name the copied record, click New Record Name and enter the name in the new record label.
   The new record name appears in the Working Record button group for elements of the same record type.