| SDC | SDC with the primary key column (source of the copy). |
| FK ColumnId | This property addresses the case where there are
multiple foreign key links to the same SDC. For example, assume that
the Sample SDC has the foreign key column link to the Product SDC's
primary key column (ProductId). If there is only one ProductId foreign
key column in Sample, you do not need this property. However, if there
are two foreign key columns in Sample (such as ProductId and ProductABCId),
use this property to specify which of these columns identify the foreign-keyed
SDI (such as Product) from which to copy values. |
| Copy Attachments | Determines how Attachments are copied. See Attachments
for additional information.
| Property Name | Description | | Copy All | | Yes | = | Copies all Attachments based on the identifier of the
foreign key column of the SDI. In this case, specify the
"Copy All Mode" (below). | | No | = | Copy-down is performed on Attachments having an "Attachment
Class". In this case, specify "Copy Classes"
properties (below). |
| | Copy All Mode | Determines the type of copy made when "Copy
All" is set to "Yes":
| Editable Copy | = | Attachment is copied and editable. | | Non Editable Copy | = | Attachment is copied but is read-only. | | Linked Reference | = | Creates a linked reference to the original Attachment.
The link allows viewing the original Attachment in read-only
mode. |
| | Copy Classes | Determines the type of copy made when "Copy
All" is set to "No". Copies only Attachments
having an "Attachment Class":
| Property Name | Description | | Class | Attachment Class (identifier for an Attachment
defined in the AttachmentClass Reference Type). The Attachment
Class is assigned to an SDI in the Attachment Manager
(see Attachments). | | Copy Mode | Defines how the Attachment is copied:
| Do Not Copy | = | Attachment is not copied. | | Editable Copy | = | Attachment is copied and editable. | | Non Editable Copy | = | Attachment is copied but is read-only. | | Linked Reference | = | Creates a linked reference to the original Attachment.
The link allows viewing the original Attachment
in read-only mode. |
| NOTES: | | "Editable Copy" and "Non Editable
Copy" modes copy all columns of the Attachment.
Making an editable copy of a "Linked Reference"
creates a non-editable copy, since "Linked
Reference" mode is inherently non-editable. |
|
|
|
| Copy Event Plans | Yes/No enables/disables copying of Event Plans. |
| Copy Attributes | Yes/No enables/disables copying of Attributes. |
| Copy Column Values | Yes/No enables/disables copying of column values.
If Yes:
| Property Name | Description | | From Column | Column to be copied from the SDC with the primary
key column. | | To Column | Destination column in the SDC with the foreign
key column. | | Replace Null Values Only | | Yes | = | Copy-down occurs only if the value in the "To Column"
is null. | | No | = | Copy-down occurs whether or not the value in the "To
Column" is null. If "To Column" is already
populated, it will be overwritten. |
| | Copy Down Null Values | | Yes | = | Copies null values from "From Column" to "To
Column" and overwrites existing values in "To
Column". | | No | = | Copy-down does not occur if "From Column"
is null. |
|
Example: To copy from ProductDesc in the Product SDC (SDC with
the primary key) to the SampleDesc column in the Sample SDC (SDC
with the foreign key to Product): | SDC with foreign key | = | Sample | | SDC with primary key | = | Product | | From Column | = | ProductDesc | | To Column | = | SampleDesc |
If you use the AddSDI and EditSDI Actions to populate the "To
Column" value, the value will not be overwritten by the Copy-Down
Policy. |
| Copy SDI Details | Determines which SDI Details are copied-down from
the source SDI to the target SDI:
| Property Name | Description | | Copy Data Set | "Yes" copies Data Sets to the target
SDI. | | Add New Data Set Only | "Yes" copies Data Sets only if they
do not exist on the target SDI. This is relevant only if "Copy
Data Set" is "Yes". | | Copy Specification | "Yes" copies Specifications to the
target SDI. | | Copy Workitem | "Yes" copies Workitems to the target
SDI. | | Apply Workitem | "Yes" applies
the Workitem that is copied to the target SDI. This is relevant
only if "Copy Workitem" is "Yes". | | Spec Apply Flag | Determines when a Specification will be applied.
| Property Name | Description | | AutoApplyFlag | Apply the Specification based on the "AutoApplyFlag" configured in the source SDI. This is the default behavior. | | Never | Never apply the Specification, but copy the "AutoApplyFlag" to the target SDI. |
| | Use Current Version | "Yes" uses the current version of
the Data Set being copied. |
| NOTE: | | Although the CopyDownPolicy permits copying
SDI details, attempting to copy associated Tests and Specifications
may result in unwanted behavior in other areas of the system.
For example, the Sample Login wizard uses the CopySDIDetail
Action, which already copies the Product's Tests and Specifications.
If a copy-down is also defined in the Policy, you would have
duplicate Tests and Specifications on new Samples. Furthermore, Stability, Request Management, and Sampling
Plans have their own facilities to pick and choose which Tests
to add to a Sample. Using the Policy to copy-down a Test will
have adverse consequences. |
|
| Copy Security Items | "Yes" copies the Security Set and Secondary
Security Sets from the SDISecuritySet table, as well as the Security
Department and Secondary Security Departments from the SDISecurityDepartment
table from the source SDI to the target SDI based on whether the target
SDC is SDI Security enabled for copying Security Sets, or it has Departmental
Security enabled to copy the Security Departments of the source.
The AddSDISecuritySet Action passes the OperationId and the SecuritySetId
to be added to the SDI. |
| Copy Masking Level | Used with Data Masking when defining Masking Levels.
Setting this to "Yes" ensures the Masking Level is copied
to SDIs. See Data Masking
for more information. |
