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.


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:

Note: If you copy records from several several you must define a Search&List configuration using Parameter :SourceConfig.