Copying Tasks
Overview
You can make copies of all Universal Controller records, including tasks, using the standard method for Copying a Record: selecting Insert on the Action menu.
However, this method does not make copies of any records that are associated with the copied record. For tasks, Insert does not make copies of any Variables, Actions, and Notes that are associated with the task.
The Copy option allows you to make a complete copy of a task, including all of its associated records. It does not copy referenced records, such as virtual resources, but retains the relationship to these records for the copied task.
Copying One or More Tasks from a Tasks List
Step 1 | From the Automation Center navigation pane, select Tasks > <task type>. The Tasks list for that task type displays. |
---|---|
Step 2 | Locate the task(s) you want to copy (see Filtering). |
Step 3 | Copy the task(s):
|
Copying a Task from the Task Details
Step 1 | Select a task from a Tasks list. The Task Details for that task displays. |
---|---|
Step 2 | Either:
A Copy Task pop-up dialog displays. |
Step 3 | Enter a new name for the task and, optionally, select any Business Services that you want the task assigned to. |
Step 4 | Click Submit to create a copy of the task. |
Copy Permissions
To copy a Task, you must have both Read permission and Copy command permission for the Task you are copying, in addition to having Create permission for the copied Task.