Copying Records from a Different Info Area

If the source record belongs to a different info area, ensure that the fields you want to copy are set in the filter.

Example:

Copying an opportunity (Y1) to an offer (PR):

Func parameter for TriggerExecution: $CopyDate ;$ Record;CopyRecord;PR.CopyFromY1

This filter defines that a new offer (PR) record is automatically added containing the following values:

• All fields that are specifically stated in the filter with the corresponding values
• The links of all linked fields of the referenced List control (set with Parameter:SourceConfig=<Search&List name>

A new AP record is created for each Y5 record of the copied Y1 record (not filtered by the Y5 source Search&List configuration) with the following values:

• All fields that are specifically stated in the filter with the corresponding values
• All links of link fields in the referenced List control
• The link to the parent records (in this example PR) is set automatically