Copy Data

The Copy Data task allows you to transfer data from a source element (e.g., a text box or field) to one or more destination elements within the application. This task is useful when data needs to be reused or auto-filled across multiple fields, minimizing user input.

Common Use Cases in Banking Applications:

  1. Auto-Filling Fields:
    • Copy the account holder’s name from a personal details form to pre-fill it in a verification form.
    • Automatically populate the IFSC code after selecting a bank branch.
  2. Duplicating Input Across Forms:
    • Copy the entered mobile number from one section of the application to another for consistency during registration or KYC processes.

Configuration

When you create a task, its configuration page opens in which you define its basic and advanced properties. These are as follows:

Basic

Basic PropertiesDescription
Task TypeThe Task Type indicates what kind of task you are creating. This is a read-only field since you select the type when you create the task and cannot change it during the configuration stage.
Reference NameThe Reference Name acts as a unique internal identifier for the task. This is visible to vFlow users for ease of reference but is hidden from end users. This allows users of the platform to manage and differentiate between tasks conveniently.
NameThe name defined here will be displayed to the end user.
DescriptionThe Description field is intended for use by application designers or administrators (vFlow users) to provide additional context or details about the task group. This description is not visible to end-users and is used solely for internal reference to assist with task management.
Loader Properties – Title
Loader Properties – Description
Business Rule – RuleThis drop-down allows you to specify a Business Rule that governs when and how this task executes, offering more fine-grained control over task execution. If the specified condition is met, the task will execute; otherwise, it will not.

Properties

Copy From: Define where you want to copy data from.

  • Type: Click this list and then select one of the following options:
    • Fixed: If you select this option, the Copy Data task will allow you to copy the string-type data from the source path to the destination path.
    • JSON: If you select this option, the Copy Data task will allow you to copy the value from a source JSON path to the destination JSON data path. If the value in the destination JSON path is changed, the same value change occurs in the source JSON path.
    • CLONE: If you select this option, the Copy Data task will also allow you to copy the data from the source JSON path to the destination JSON path. If the value in the destination JSON path is changed, the same value change does not occur in the source JSON path.
    • RANDOM: If you select this option, the Copy Data task will allow you to copy a six-digit random value from the source path to the destination path.
    • Date: If you select this option, the Copy Data task will allow you to copy the current date.
    • DateTimeStamp: If you select this option, it will copy the current date and time stamp.
    • TimeStamp: If you select this option, it will copy the current date-stamp.
  • Data Path / Value
    • Value: When the FIXED type is selected, enter the fixed value that is displayed.
    • Data Path: When other types are selected, enter the path based on the selected option in the Type list. Assume you have selected JSON in the Type list. Thus, you can enter the JSON path in the Copy From Path field as follows:

      # Sample Data Path
      getVal(“tempObject.name”)

Copy To: Define where you want to copy data to.

  • Path: In this field, enter the value based on the selected option in the Type list. Assume you have also selected JSON in the Type list. In the Copy To Path field, enter the JSON path as follows:

    # Sample Data Path
    getVal(“tempObject.name1”)

    The CONTROL_COPY task will copy the data from the name object to the name1 object.
  • Use + Add () to copy the data to more destinations.

Don’t forget to Save it before exiting the task configuration.

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