Edit a copy profile

Note

To configure copy profiles, you must either be a superuser or have the necessary permissions granted to you through user group policies.

To edit a copy profile:

  1. On the menu bar, click Manage cog icon.

  2. On the Manage page, click Copy profiles.

  3. On the Copy profiles page, next to the desired copy profile, click edit pencil icon.

  4. Make any changes you need to the following fields:

    Field

    Description

    Mandatory

    Name

    The name of the copy profile

    Yes

    Definition

    The entity to which the copy profile applies

    Yes

    Configuration

    The JSON configuration of the copy profile, automatically populated with properties from the chosen Definition type. You can apply various methods as shown in the example.

    No

  5. Click Save.

Example of copy profile methods

The following table provides examples of the methods that are available for copy profile.

Method

Description

Example

Copy

Copies the related entity using the copy profile specified in the relatedProfile property. You can also reference another copy profile using the relatedProfileIdentifier.

Using relatedProfile:

RequestResponse
{
  "name": "MCampaignToDeliverable",
  "method": "Copy",
  "relatedProfile": {
     "properties": [
       {
         "name": "DeliverableName",
         "method": "Keep"
       },
       {
         "name": "DeliverableDescription",
         "method": "Keep"
       },
       {
         "name": "DeliverableDueDate",
         "method": "Keep"
       }
       ],
         "relations": [
       {
         "name": "MDeliverableTypeToDeliverable",
         "method": "Keep"
       },
       {
         "name": "MCampaignToDeliverable",
         "method": "Remove"
       },
       {
         "name": "MDeliverableToAsset",
         "method": "Keep"
       },
       {
         "name": "MDeliverableToMasterAsset",
         "method": "Keep"
       },
       {
         "name": "MDeliverableToContent",
         "method": "Keep"
       }
       ]
    }
 }

Using relatedProfileIdentifier:

RequestResponse
"relations": [
        {
            "name": "BlockToTask",
            "method": "Copy",
            "relatedProfileIdentifier": "M.EntityCopyProfile.M.Block.Task.NewTask"
        },

Keep

Applies the member value of the source entity (default method).
RequestResponse
{
  "name": "MDeliverableToContent",
  "method": "Keep"
}

Ignore

Ignores the source member value and keeps the target member value.
RequestResponse
{
  "name": "MDeliverableToContent",
  "method": "Ignore"
}

Remove

Removes the member in the target entity.
RequestResponse
 {
   "name": "MCampaignToDeliverable",
   "method": "Remove"
 }

Overwrite

Overwrites the value on the target member.
RequestResponse
{
  "name": "IsTemplateToMCMPCampaign",
  "method": "Overwrite",
  "value": [
    30699
  ]
}

For overwriting relations, you can use identifiers instead of ids:

RequestResponse
{
  "name": "UserGroupToCampaign",
  "method": "Overwrite",
  "identifiers": [
    "Superusers"
  ]
}

Append

Adds a new reference to a member value of type array in the target entity.
RequestResponse
{
  "name": "MDeliverableToContent",
  "method": "Ignore"
}

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