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New CopyTo Rules Prototype

This prototype was configured to demonstrate the functionality of several new CopyTo attached business rules.

 

Prototype Prerequisites

 

Prototype Configuration

 

View Prototype in OIPA

  1. Log into OIPA with credentials for a user belonging to the Prototype Company.
  2. Open a group customer record for a group customer with all of the screens/records mentioned above configured.
  3. Click the Add Activity button on the Secondary menu.
  4. Select the GroupObjectsCopyToBR activity.
  5. Select a CopyTo rule from the CopyToRule field.
  6. Note that the corresponding value detailed above displays in the Record field.
  7. Click Ok.
  8. Navigate to the screen or record corresponding to the selected CopyTo rule.
  9. Note that the value of the field mentioned above has been updated with the appropriate value.

 

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