Copying BP Records and Line Items

You can copy a business process (BP) record or individual line items within a record. The copied record is created in the same location as the source record.

When you copy a BP record, the following information is replicated:

  • Content in the Main Form and Detail Form.
  • Auto-populated values and image pickers from the source record or line items.
  • Attachments are included only if you select the Copy with Attachment option.
  • For Text-type BPs, only the BP record, general comments, and attachments are copied. Responses are not copied.

The following information is not replicated:

  • BP Picker values that do not meet filtering conditions in the source record. Instead, the BP picker value is a blank.
  • In the Step Form of the created BP, any data elements that auto-populate from the picker are cleared.

Prerequisite

You have the required permissions to copy BP records and line items.

Copying BP Records in Online Mode

To copy a BP record:

  1. Navigate to the applicable workspace and select a BP tile.
  2. Tap to select a row and then swipe left to select: Copy without Attachments or Copy with Attachments.

    On devices that support split-view:

    1. In the left pane, select a record.
    2. To copy the record, tap Menu ( "" ) in the right pane, and then select Copy without Attachments or Copy with Attachments.
  3. If multiple workflows are present, select a workflow.
  4. Select one of the following options:
    • To discard the copy, tap Back.
    • To save the record, tap Save. The record appears in the BP record log and in the Outbox.
    • To send the record to the server, tap Send (for workflow BPs) or tap Submit (for non-workflow BPs).

Copying Line Items in Online Mode

To copy a line item:

  1. Navigate to the applicable workspace or BP tile, and open a BP record.
  2. To open a line item tab, scroll to choose an appropriate tab within the record.
  3. Tap to select a specific line item row.
  4. Swipe left and select one of the following options: Copy without Attachments or Copy with Attachments.

Offline Mode

Copied records and line items are available in the Outbox.