Follow these steps to allow users of your application to enter a new work item by copying information from an existing work item. Through a data transform, you can control which properties in the existing work item are copied.

These instructions assume the harness is in the SmartFrames format.

You can offer work item copying in your application through a labeled button at the bottom of the user form or through an icon on the header. Development steps are similar.

1. Open the harness form to be altered, such as Perform, Review, or Confirm, and then perform one of the following actions:

   • To add an icon, select the Image control from the Data display list, and then drag the image control onto the top-right array of icons and drop it into position.
   • To add a button, select the Button control from the Action list, and then drag the button control onto the bottom area of the wireframe harness or to a cell and drop it into position. Complete the panel that appears.

2. Select CUSTOM as the Type.

3. Select an icon or enter text for a button label. The recommended icon is named iconCopy.

4. Select CopyWork for the Do Action field as the activity to execute when the icon or button is clicked.

5. Complete parameters for this activity. Enter the Purpose key part of the harness that is to appear for the new work item, such as New or NewCovered.

6. Select In Current Window as the place where activity results are desired. Do not select In Pop-up Window.

7. Complete the ToolTip text and other fields in the panel as desired.

8. Save the Harness form.

9. Create a data transform named pyCopyDefault in the work type of the objects to be copied, and then specify Set actions in the data transform for all properties that are to be copied from the current work item to the new object.

   These may or may not correspond to fields that users can enter or overtype. Be careful not to copy values that are unique to a work item, such as the work item ID.