Copying Tasks

Owned by Stonebranch
Last updated: May 30, 2023
2 min read

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):
 
Copy One Task

  1. Right-click the Task Name.
  2. On the Action menu, select Copy. A Copy Task pop-up dialog displays.

3. Enter a new name for the task and, optionally, select any Business Services that you want the task assigned to.
4. Click Submit to create a copy of the task.

 
Copy Multiple Tasks

  1. Ctrl-Click the tasks you want to copy.
  2. Right-click any of the selected tasks.
  3. On the Action menu, select Copy.
  4. On the Confirmation pop-up that displays, click OK. The copied tasks are added to the list, with - Copy added as a suffix to the Task Name for each task. If a task with that - Copy name already exists, another copy is not created.

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:

  • Click the Copy button.
  • Right-click the Details to display the Action menu, and then click Copy.

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.