Set up bulk copy actions

Bulk copy actions enable you to copy data in bulk from one version, time period, or list item to another.

You can either set up a bulk copy action or a dynamic bulk copy action:

• Bulk copy action: Define the source and target items when you set up the action.
• Dynamic bulk copy action: Change the source or target items dynamically when you run the action. This allows you to perform bulk copy actions against production lists.

To set up a bulk copy action:

1. Select Actions in the model settings bar.
2. In the Actions tab, select New Action from the toolbar at the top. 
3. Select Bulk Copy.
4. Enter the button name in the Button text field.
   Follow best practice naming conventions to ensure the action is easy to identify.
5. In the List dropdown, select the list from which you want copy data.
   Versions and Time display as a lists in addition to general lists. Versions is selected by default.
6. Select the item you want to copy data from in the Source member field.
7. Select the item you want to copy data to in the Target member field. 
8. Optionally select the Enable all users with access to the action to run it checkbox.
9. Select OK.

To set up a dynamic bulk copy action:

1. Select Actions in the model settings bar.
2. In the Actions tab, select New Action from the toolbar at the top. 
3. Select Bulk Copy.
4. Enter the button name in the Button text field.
   Follow best practice naming conventions to ensure the action is easy to identify.
5. In the List dropdown, select the list from which you want copy data.
   Versions and Time display as a lists in addition to general lists. Versions is selected by default.
6.  Select the Select the source and target list items when the action is run checkbox. 
7. Select OK.

You can then publish the action to a dashboard, add the action to a process, and run the bulk copy action.