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v26.03: Copy Journals

JustPerform introduces the Copy Journal capability, allowing users to duplicate an existing journal while preserving its dimension layout, line items, and metric data. A new Journal ID is generated automatically, and the copied journal is placed into the selected target context. The system enforces role-based access, ensures valid dimension mappings, and requires at least one difference between the source and target journal. All copy actions remain fully traceable through the Event Log, Task Monitor, and Journal History.

Copy Journal can be performed directly from the Journal UI or incorporated into automated workflows. Users can configure it as a task action within Process Flow, schedule it for recurring execution, or add it to a Board for quick access. Both saved configurations and user selections at runtime are supported, and all execution outcomes are logged for auditability and consistent operational control.

When copying a journal:

  • A new Journal ID is generated.

  • Line items, dimension layout, and Metric data are preserved.

  • Users define From and To contexts.

  • Only authorized dimension members appear for selection.

  • The copied journal must differ from the source in at least one dimension value.

Copy a Journal in the Journal UI

Users can copy a journal directly from the Journal UI using the Copy Journal option in the ellipsis (⋯) menu on the Level 2 Header.

  1. Open a journal and click the ellipsis (⋯) button.

  2. Select Copy Journal.

  3. The Copy Journal panel appears, showing default From and Todimensions (Scenario, Time, Category).

  4. To modify the dimensions, click Update List.

    The dimensions available for Update List are the same as for Journal List.

  5. Select the dimensions you want. They will be displayed instead under both From and To.

    Copy Journal panel

  6. Under From, select the dimension values you want to copy from.

    Multiple selections are supported.

  7. Under To, define the target dimension values.

    Note:

    • Only single selections are supported unless Same as Source is enabled.

    • Use Same as Source when copying from multiple values.

    • The copied journal must differ from the source in at least one dimension value.

  8. Click RUN to execute the copy.

Note:

  • Only dimensions and members the user has access to are displayed.

  • Metrics are copied automatically, but are not shown for user selection.

  • The FA context is applied to From by default.

  • The system prevents ambiguous mappings (e.g., mapping multiple From values to a single different To value).

Copy Journals by Flow

Copy Journal can be configured as part of a Calculation & Dataflow task, supporting both manual and scheduled execution.

Users can:

  • Add Copy Journal as a task action.

  • Configure From and To sections.

  • Filter by specific Journals.

  • Save the action as part of the task.

  • Execute the task manually or via scheduling.

Add Copy Journal Action to Process Flow Task

  1. Navigate to Process > Flow.

  2. Add a new Calculations & Data Flow task.

  3. In Task Details, click + Add Data Action.

  4. Select the Copy Journal checkbox under Journal Action.

  5. Click OKAY.

    The Copy Journal action is added under Add Data Action.

  6. Expand Copy Journal and click + Add Journal.

    Copy Journal panel

  7. Select a journal.

  8. Configure the From and To sections similar to the Journal UI.

  9. (Optional) Select Enable User Selection to allow dimension selection at execution time.

  10. Click SAVE. The Copy Journal action is created as a part of the task.

    Note: Copy Journal task actions can only be edited by users with Manage or Update authorization.

Schedule Copy Journal

Once a task contains a Copy Journal action, it can be scheduled:

  1. Switch to the Scheduling Details tab.

  2. Click Add Schedule on the Level 2 Header. The Object Schedule Details panel opens.

  3. Provide a schedule name.

  4. Click Update List.

  5. Select a Copy Journal task and click OKAY.

  6. Set timing:

    • Start/End Time

    • Hourly, Daily, Weekly, Monthly

    • Every N days

  7. Click SAVE.

When executed, results are logged and reflected in Task Monitor.

Execute Copy Journal from Activity (Task) Level

When a task contains a configured Copy Journal action, users can run Copy Journal by:

  • Executing the Task

  • Clicking the Calculation button associated with the Task

Two execution modes are supported:

  • Saved Configuration – uses saved settings

  • User Selection – prompts users to select dimension members (if enabled)

Results appear in Task Monitor and Event Log.

Add Copy Journal Tasks to a Board and Execute

Users can add tasks containing a Copy Journal action directly to a Board.

  1. In Edit Mode, click + in the Level 2 header and choose Calculation. The Calculation Details dialog opens.

  2. Provide an action name.

  3. Select a task containing a Copy Journal action.

  4. Click SAVE. The task is added to the board.

Users can execute Copy Journal by clicking the Calculation button for the task on the Board.

Board-level execution supports:

  • Saved Configuration – uses saved settings

  • User Selection – prompts users to select dimension members (if enabled)

Execution results appear in the Event Log.

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