Copy Fields Between Work Items

Copy the fields that matter — titles, references, categories and aspect data — from one work item to another in a single drag-and-drop mapping session. Excel-style expressions handle the tricky transformations, with no custom workflow code.

Production Pilot Workflow Action

Lifecycle & Roadmap

Current Progress & Milestones

Concept Done

Problem defined & scoped

Build Done

Prototyping & core logic

Validation Done

Client POC & testing

Pilot Current Stage

Live early adopter firms

Adopted

Delivered standard product

At a glance

Area clio operate
Component Kind Workflow Action
Architecture Sharedo Native
Categories Alterspective

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Drop this snippet into a Sharedo page, intranet site, or proposal — it renders a self-contained summary card linking back to the live hub. Auto-resizes; no auth required for public components.

<iframe src="https://innovation.alterspective.com.au/embed/clio-operate/copy-fields-between-work-types" title="Copy Fields Between Work Items on the Innovation Hub" width="100%" height="420" loading="lazy" style="border: 1px solid #ccc; border-radius: 8px;"></iframe>

Interactive Brochure & Tester

Full Component Documentation

Interactive Documentation

Copy Fields Between Work Items

The complete interactive brochure — live calculation tester, configuration parameters, and workflow recipe guides — loads right here. Open it in a full window any time.