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Can you use automation rules to create a copy of an object in another object schema?

Christopher Taylor March 2, 2022

So I currently have 2 Object Schemas, one for testing and one for production (actual use). These 2 are designed so the testing one should be identical to the production one. So to save a lot of time, I would like to create an automation rule to do this. So the best scenario would be, when I create an Object in the production object schema, i would like an automation rule to copy this object in the Testing object schema. This would save a lot of time.

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Mark Segall
Community Champion
March 2, 2022

Hi @Christopher Taylor - Yes, I believe this would be possible.  You'd need to set a couple global automation rules.

  • One trigger for each desired object action (Create, Update, and Delete)
  • IQL branch to the target object
  • Object Edit within that branch
Christopher Taylor March 2, 2022

HIi @Mark Segall

Ok is there any examples of this as I am new to Insight and unfamiliar to IQLs and the automations rules.

Christopher Taylor March 2, 2022

Also is there more documentation on IQLs? As from searching, there is very limited and not as much as JQLs 

Mark Segall
Community Champion
March 2, 2022

Here's one I put together real quick for when a new object is created:

2022-03-02_08-53-58.png

You would need to add other attributes and for each you'd add the smart value {{object.attribute}} where attribute = the name of the attribute.

Christopher Taylor March 3, 2022

Hi @Mark Segall 
So would this Object B be identical to Object A but in a different schema? Also would i have to replace the "name" in that smart value?

Mark Segall
Community Champion
March 3, 2022

Hi @Christopher Taylor - You could have them in the same schema, but my recommendation would be separate because by default, attribute pickers will show all attributes in the object schema. So, if you have duplicates, it's difficult to differentiate between what's on Object Type A vs Object Type B.

Christopher Taylor March 3, 2022

yes i agree, I i'm trying to have 2 Object Schemas which when I created an object in the "Production" object Schema, it automatically creates an identical one in the "testing" object schema

Mark Segall
Community Champion
March 3, 2022

Please share a screenshot of your rule and log if this one is still being finicky with you.

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