The Move / Copy Data action allows you move or copy data from one Record to another.


Options


    • Move or Copy - Specify whether you want to MOVE the data or COPY it. If you MOVE the data then the data items are re-assigned as is to the new Record. If you copy them then new data items are created as copies and are assigned to the new Record.


    • Date Types - Specify whether you want to MOVE or COPY ALL, Header or Line Item data types.


    • From Record ID - Specify the ID of the Record to move or copy the data FROM. 


    • To Record ID - Specify the ID of the Record to move or copy the data TO.


    • Field Name - The name of the field(s) to copy. Leave this blank to copy all data. If you specify a name then only data with the same name will be copied/moved. You can specify wildcards with the % sign. If you want to copy all data whose name starts with 'NAME' then you can use NAME% for the value.


    • Overwrite - Check this ON to overwrite any data with the same name in the TO Record. Check it OFF to append the data even if there is data with the same name present in the TO Record.



All fields can all contain static values or variables.