Bulk Copy Custom Fields With Automation Rules


The data entered on a request form or task form is often also important for performing follow-up tasks. For that reason, many organizations in 4me® use automation rules for copying those custom fields to the successor tasks. Until now, that had to be done field by field, which is a time-consuming and maintenance-unfriendly process, especially for organizations that use very large UI extensions.

It is now possible to copy all custom fields from one form to another form at once. The following screenshot shows an example of an automation rule passing all custom fields to all successor tasks.

Bulk copy custom fields

As an illustration, an automation rule that would have the same results but where all fields must be copied one by one would look like this.

Copy custom fields