|Executing Server Workflows with Parameters / Copying Data Using a Trigger|
If the source record belongs to a different info area, ensure that the fields you want to copy are set in the filter.
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:
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: