"Copy properties between step" is an action step that allows a user to copy the properties of an existing data step into another data step. A common use of this step is to copy an existing file in a data step into another file placeholder property. For example, if you have a process that populates a monthly report with data, you can use the "Copy properties between step" to make a copy of a report template instead of uploading a file to be filled in monthly.
In this section, we will take the reader through the required steps to use the "Copy properties between step" action step.
1. Ensure your process is opened and "Design Mode" is switched on.
2. Right-click the step group you wish to add your step and click "Add Action Step"
3. Once you have done step 2. The following window should pop up.
a. Select "Copy properties between steps"
b. Give a name to your step.
c. Click "Add the selected step to my process"
4. The User Interface will then bring you to view in your process. You should see the following view if step 3 was completed successfully.
5. To complete creating your step, you will need to point the step into the desired "Source" and "Target" locations.
Useful tips and tricks
Below is a list of useful notes that may be helpful to designers:
- The step can only copy properties between steps of the same type. For example, you may not copy a "Textbox" data step into a "File Placeholder" data step.
- You can use this step to rename a file by having the "Source" location and "Target" location point to the same data step.