How to Configure a Copy or Create Work Item Action for Work Plan Automations in OnePlan

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Direct Answer: How to Configure a Copy or Create Work Item Action for Work Plan Automations in OnePlan

To configure a Copy or Create Work Item action for Work Plan Automations in OnePlan, open the automation editor, select Add Automation Action, choose Copy or Create Work Item, select the work type, configure the Assigned To field and field values (copy all or set individual fields), then select Update to save.

What This Article Covers: Copy or Create Work Item Action

This article explains how to configure the Copy or Create Work Item action for Work Plan Automations in OnePlan. Use this action to automatically create a new work item or copy an existing one when the automation is triggered.

What you will accomplish
By the end of this article, you will be able to add a Copy or Create Work Item action to a work plan automation, configure its work type, assign ownership, and control which field values are set on the new work item.

Before You Begin: Copy or Create Work Item Action

Before you begin, make sure you have:

  • A OnePlan account with Licensed permissions
  • Contributor or Owner access to the plan
  • A Work Plan Automation trigger already configured

Why This Matters: Copy or Create Work Item Action

The Copy or Create Work Item action in OnePlan creates a new work item in the same plan when the automation runs. You can copy all field values from the triggering work item, or specify individual field values to set. This is useful for creating follow-up tasks, generating standard work items based on a trigger event, or duplicating items with adjusted values.

Step-by-Step: Configuring a Copy or Create Work Item Action in OnePlan

Task: Add the Copy or Create Work Item Action

  1. In the automation editor, select Add Automation Action.
  2. Choose Copy or Create Work Item from the dropdown.

The configuration panel opens on the right side of the screen.

Add Copy Create Action.png

Task: Configure the Assigned To Field

The Assigned To section determines who will be assigned to the new work item. Select a recipient type:

  • Plan Field — Select a plan-level user field.

    28JAN26_Send Notification Action to Plan User Field.png

  • Work Field — Select a work-level user field. The user in that field on the triggering work item will be assigned.

    28JAN26_Send Notification Action to Work User Field.png

  • Copy Assigned Resources — The new work item will be assigned to the same resources as the triggering work item. This option is unique to Work Plan Automations.

  • Shared-With Level — Select one or more Shared With permission levels.

    28JAN26_Send Notification Action to Shared With Levels.png

  • Specific User — Select one or more individual users.

    28JAN26_Send Notification Action to Specific User.png

  • Specific Team — Select one or more resource teams.

    28JAN26_Send Notification Action to Specific Team.png

Task: Set the Work Type

Select the Work Type for the new work item (for example, Task, Risk). This determines what type of work item will be created when the automation runs.

Task: Configure Field Values

Choose how field values are set on the new work item:

  • Copy All — All field values from the triggering work item are copied to the new work item.
  • Set Field Values — Specify individual fields and their values. For each field:
    1. Select Add Field.
    2. Choose the field to set.
    3. Enter or select the value.
    4. Optionally check Copy to copy the value from the triggering work item instead of entering a static value.

Copy Item Example.png

Task: Save the Action

  1. Select Update to save the Copy or Create Work Item action.
  2. When finished configuring the automation, select Save.

Frequently Asked Questions: Copy or Create Work Item Action

Q: What is the Copy Assigned Resources option in Copy or Create Work Item for Work Plan Automations in OnePlan?
A: Copy Assigned Resources is a recipient type unique to Work Plan Automations in OnePlan. When selected, the new work item is assigned to the same resources as the work item that triggered the automation.

Q: What is the difference between Copy All and Set Field Values in the Copy or Create Work Item action in OnePlan?
A: In OnePlan, Copy All copies every field value from the triggering work item to the new work item. Set Field Values lets you specify which fields to set and what values to assign — either entering static values or checking Copy to pull the value from the triggering work item.

Q: Can I create a different work item type than the one that triggered the automation in OnePlan?
A: Yes. In OnePlan, you specify the Work Type for the new work item independently. The new work item does not need to match the type of the triggering work item.

What to Do Next: Copy or Create Work Item Action

Add more actions to your automation:

Review the full configuration process:

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