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Follow these steps to allow users of
your application to enter a new work object by copying
information from an existing work object.
Through a model, you can control which properties in the
existing work object are copied. (These instructions assume the
harness rule is in the newer SmartFrames format.)
Add the Copy icon to the
harness
You can offer work object copying in your application
through a labeled button at the bottom of the work object
form or through an icon on the header. Development steps are
similar.
1. Open the harness form to be altered, such as Perform,
Review, or Confirm.
- To add an icon, click the down arrow () in the Basic
control group () and
select the Icon control (). Drag the icon control to
the top-right array of icons and drop it into
position.
- To add an icon, click the down arrow () in the Basic
control group () and
select the Button control (). Drag the button control ) to the
bottom area of the wireframe harness or to a cell and drop
it into position. Complete the panel that appears.
2. Select CUSTOM
as the
Type.
3. Select an icon or enter text for a button label. The
recommended icon is named iconCopy
().
4. Select CopyWork
for the Do
Action field as the activity to execute when the
icon or button is clicked.
5. Complete parameters for this activity. Enter the
Purpose key part of the harness rule that is
to appear for the new work object, such as New or
NewCovered.
6. Select In Current Window
as the place
where activity results are desired. Do not select In
Popup Window
.
7. Complete the ToolTip text and other
fields in the panel as desired. See Icons —
Placing an icon in a layout cell.
8. Save the Harness form.
9. Optionally, create a model rule named
pyCopyDefault
in the work type of the objects to
be copied. List all properties that are to be copied from the
current work object to the new object. (These may or may not
correspond to fields that users can enter or overtype.) Be
careful not to copy values that are unique to a work object,
such as the work object ID.
Results
When users click the icon
on a work object form, the application presents a copy. The
user can enter data and submit the copy as another way to
create a work object. The form for the original work object
is closed (and locks on it are released; any unsubmitted
changes are lost).
The new work object has the same work type as the
original. Only one work object is covered. If the original
work object is a cover, the new work object is also a cover,
with no covered members.
The history of the new work object identifies the original
work object, and the date and time of the copy.
If you don't create a model rule named pyCopyDefault,
the standard model rule Work-.pyDefault is
applied. This copies only pyLabel and
pyDescription properties.
Advanced cases
If the model doesn't set a value for the
pyFlowName property, the system starts the flow
on the new work object recorded in the
pyFlowName value of the original work
object.
Your application can override the
Work-.CopyWork activity to provide additional
capabilities if needed by your application.
About Harness rules