Copy comments from a template’s source document to the newly-created target document.
Required Editions
| Available in: Lightning Experience |
| User Permissions Needed | |
|---|---|
| To create, edit, or view processes: |
Manage Flow AND View All Data |
Important Support and updates for Process Builder have ended as
of December 31, 2025. This means that support won't be provided for any process and bugs in
the Process Builder product won't be fixed. See Workflow Rules & Process Builder End of Support.
After December 31, 2025, existing processes continue to run, and you can activate, deactivate, and edit them; however, we recommend using Flow Builder. To migrate existing processes, plan your switch to Flow Builder and use the Migrate to Flow tool. For new automations, create flows in Flow Builder.
- Create a Quip action in Process Builder and select Copy Document.
- Under Advanced, select Copy comments to new document.
- Save the action.
Note To replace the existing Process Builder processes and Workflow Rules
with flows before Process Builder and Workflow Rules reach end of support, see Quip Actions in Flow Builder.