Copy Method - field descriptions

Fields are presented in the order that they are presented in a form. Click a link to see the field descriptions for the form.

Overview

Use this page to write a script that will be used to copy an object type. Your script can also be constructed to modify the properties of the newly created object during the creation of that object.

For example, suppose you want to provide users with a method for copying formulas, but you want to remove the parameter values from those newly created formulas. You can construct a Copy Method script to achieve this result.

Copy Method scripts can also be constructed to add, change, or remove other properties from the newly created object, such as:
  • Set Classifications
  • Object Security
  • Status and Context information
  • Custom fields

If the Optiva administrator specified function codes for this page, then you can add notes and attachments.

Copy Methods and Create Rules

Each Copy Method must be assigned to at least one Create Rule. The object and reference types must be the same for both the Copy Method and the rule.

In addition, make sure that you remember to:
  • Enable Copy Methods on the rule.
  • Attach your Copy Method to the rule.

  • Select an appropriate Event type, such as Save As or Create From As Copy.

When users open an object (e.g., formula) and select the appropriate event type (e.g., Save As button), they will be prompted to select the rule, which in turn, will call the Copy Method.

Main tab

The Main tab is used to define the Copy Method.

Default Genealogy

Select the Genealogy value that will display by default to users when they select the Copy Method.

The choices are:
  • Parent
  • Child
  • Sibling

Users can change this default value during the object creation process.

Description
Enter or modify a short description of the object.
Object Type

Select the type of object that will be created by the Copy Method. For example, to copy a formula, select Formula from this list. The Create Rule page must contain the same value.

Reference Type

Optional entry. It is used for object types that have a References tab.

For example, you can create a Copy Method that will change the properties of formulas that were created on the Specification page > References tab. In this case, the Object Type is Formula and the Reference Type is Specification.

The Create Rule page must contain the same value.

Script

Enter the script for the Copy Method. Here, you define the properties that will be applied to the new object.

Some commonly used functions are:
  • AddSetCodes
  • ExistInObjCode
  • HasSetCodes
  • IsBlank
  • IsInteger
  • MessageList
  • Notify
  • ObjectExists
  • ObjProperty
  • ObjPropertyRemove
  • ObjPropertySet
  • SetSecurity

Click Validate to verify that the syntax of the script complies with the Optiva coding standards.