Define a Transfer Related Business Objects Action
Use the Transfer Related Business Objects Action to transfer related records from one Business Object to another.
For example, copy the Journals from an Incident to an associated Problem.
If records are transferred to the same type of Relationship, they can be copied or moved. For example, copy or move Journals from an Incident (Incident Owns Journals) to a Change Request (Change Request Owns Journals):
- Copied: Child records are duplicated and added to the target Relationship (they also remain in the original Relationship).
- Moved: Child records are transferred to the target Relationship (they are no longer in the original Relationship).
If records are transferred to a different type of Relationship, new records are created in the target Relationship (example: Create Journals in a Change Request (Change Request Owns Journals) from Tasks in an Incident (Incident Owns Tasks)).
For more information about Relationships, refer to the Relationships Documentation.
To define a Transfer Attachments Action for a One-Step™ Action:
- Open the One-Step Editor.
- Add a Transfer Related Business Objects Action to the Designer Board.
- Click the Transfer From page.
- Define general properties for the Transfer Related Business Objects Action:
Option Description Name Provide a display name for the Action (this is how the Action is identified within the One-Step Action). From Business Object Select the Business Object from which records will be transferred. Relationship Select the Relationship from which records will be transferred. Condition Use an Expression to limit the records that are transferred, and then define an Expression. MRU Expression Select a Most Recently Used (MRU) Expression. Custom Expression Click the Custom Expression button to open the Custom Expression Builder, and then create a custom Expression specifically for this scenario. Order By Select a Field from the related Business Object to control the order in which records are transferred to the target Relationship.
Ascending: Select this check box to transfer records in ascending order (example: 0-10, A-Z). Alphabetical order rarely matches the order in which the records should be transferred, unless you prefix the values with numbers or letters (example: For status, you would likely want lifecycle order, not alphabetical order); therefore, it is common to define a Field that contains a sequence number purely for controlling the order (example: Status Order).
Selecting (Default) transfers records in ascending order based on the default sorting column in the related Business Object's default Grid.
Save Business Object After Action
Select the check box to automatically save updates to the Business Object after the Action executes.
If the check box is cleared, updates to the Business Object are not automatically saved.
Users are prompted to save their changes if they navigate from the Business Object, however. This includes changes made by the Action and any changes made by Users before they ran the One-Step. The One-Step Action continues to run whether or not they choose to save their changes. In the Browser Client and Portal, this occurs after the last Action is executed for the One-Step Action.
If the One-Step Action is run from the Scheduling Server or an Automation Process, there is no Prompt to save changes and they may be lost.
- Click the Transfer To page.
- Define properties for transferring records to a Business Object:
Option Description To Business Object Select the Business Object to which records will be transferred. Relationship Select the Relationship to which records will be transferred. Group Member Select a Group Member (only applicable if the selected Relationship contains a Group Object). Transfer Related Business Objects Copy Copy related records to the selected Business Object and Relationship. Move Move related records to the selected Business Object and Relationship. For each [Transfer From Relationship] object create a [Transfer To Object] on [Transfer To Relationship] Creates a new record in the target Relationship for each of the records being transferred. Save Business Object after Action Automatically save the Business Object after the Action executes.
- Click the Create Object page to decide what to do with Fields in the new objects being created.
This page is only available if objects are being transferred between two different types of Relationships. The Fields tree is populated with Fields from the Business Object in the selected To Relationship. Use Fields from the Business Object in the From Relationship as Tokens to set values in the To Business Object.
- Define options for selected Business Object Fields:
- Filter the Fields tree:
Option Description Search Control Quickly locate a Field whose Name and Description contain a specific word or phrase (example: OwnedBy). Only Show Set Fields Shows only those Fields that have values set. This is useful when going back to edit the Action to quickly see which Field values are set by the Action. Ignore Folders Ignores the organizational folders and displays all Fields at the root of the list. Show Field Values Opens a window that shows the Fields and values from the currently open record. Click a Field, and then click the Select button (selecting a Field in the window also selects it in the Fields tree). The Show Field Values button is only available if a currently open record is the same as the Business Object the Action is defined to execute against (example: An Incident record is currently open, and the Action is defined to execute against an Incident).
- Select a Field in the Fields tree, and then select one of the following options:
Option Description Don't Set Field (Default) The Action does not have a set value. However, if the Field has a default or auto-populated value, that value is used. Clear Value The Action clears any default or auto-populated value that gets assigned to the Field when the Business Object is updated. Set Value The Action sets a specific value. Provide text, or click the Selector button to insert a Token (Field, System Function, Prompt, Expression, Stored Value, Metric, Counter, etc.). The available Fields in the Token Selector reflect the current Business Object (the Business Object being updated or created by the Action).
If the Field is validated, the Legal Values button is available to allow selection of a valid value.
Template The Action creates a custom defined value. Provide text. Click the Selector button or right-click in the Template field to insert Tokens (example: Fields, System Functions, Prompts, Expressions, Stored Values, Metrics, and Counters) directly into the text. The available Fields in the Token Selector reflect the One-Step Business Object context (from the One-Step association or from a preceding Create a Business Object Action or Go To a Record Action).
The option to Show Field Values is available in the Tokens menu if a currently open record is the same as the Business Object the Action is defined to execute against (example: An Incident record is currently open, and the Action is defined to execute against an Incident). Select this option to open a window that shows the Fields and values contained in the currently open record. Click a Field, and then click the Select button to insert the Field as a Token.
Append to Current Value The Action appends a Set Value or Template Value to any default value defined for the Field. To avoid duplication of data, this option is disabled if the Field selected in the Fields tree is also inserted as a Token in the Template field.
- Append to Current Value: Select this check box to have the Action append a Set Value or Template Value to any default value defined for the Field. To avoid duplication of data, this option is disabled if the Field selected in the Fields tree is also inserted as a Token in the Template field.
- Filter the Fields tree:
- Define the Annotations for a One-Step Action.
- Click Save.