CopyToChild · Genie

🎯 What it does & why

An MMD campaign is a project that captures campaign-level information in custom fields (client, debtor, market, …). The tasks under it logically inherit that information — but they don't actually hold it, so task-level reports can't report on those campaign values.

CopyToChild fixes that by replicating a maintained list of campaign-level custom fields down to the tasks under the campaign. (Only the listed fields are copied — not every field is meant to be pushed down.)

🚦 How to trigger it & read status

You trigger and monitor everything through one custom field, CopyToChild*. Set it to a trigger; the service updates it with status.

OverwriteCopyNew → then the service sets → In ProgressCompletedError

Value	Meaning
Overwrite	Trigger: copy the field values to all tasks under the campaign.
CopyNew	Trigger: copy only to tasks that haven't been copied to before.
In Progress	Status: the service is running and has started processing.
Completed	Status: copying finished successfully.
Error	Status: a pre-requisite wasn't met, or a system/verification issue stopped the run.

"Already copied?" is tracked per task via WrikeXPI-State: blank = not copied before; Completed = copied before. CopyNew uses this to skip tasks that already have values.

⚡ Autoflip — auto-triggering CopyToChild

Autoflip is a companion automation that triggers CopyToChild automatically, so a task missing its campaign-level data gets backfilled without anyone flipping CopyToChild* by hand.

Trigger: a task's status change (TaskStatus changed) on a supported custom item type. When it fires, Autoflip continues only while every check passes:

The task's custom status is not "Select a service" (IEAC7PRTJME2FOR2).
The task's custom item type is one of the supported types below.
Client* (IEAC7PRTJUAGPHMQ) is not yet filled — the task still needs its campaign data.
Flip the campaign: set the parent Campaign's CopyToChild* to CopyNew, which copies the fields down to the not-yet-copied tasks.

Custom Item Type Id	Custom Item Type
IEAC7PRTPIACDTPR	AdOps Request – In Campaign
IEAC7PRTPIACEHF5	Billing
IEAC7PRTPIACEHGH	Change Request Item
IEAC7PRTPIACEQQG	GOC AutoTask
IEAC7PRTPIACEQQD	Finance Media Query
IEAC7PRTPIACEQ5B	GMN AdOps Task
IEAC7PRTPIAEEXOP	Local Adhoc Task ^†

† Local Adhoc Task triggers only on the new-task-created event, not on later status changes. Because Autoflip uses CopyNew (not Overwrite), it only backfills tasks not copied before (WrikeXPI-State blank) — it never overwrites existing values.

🌐 Onshore & GOC

CopyToChild works for both space types, with different triggers and scope:

Space type	Triggering from	Scope
Onshore	Campaign (project)	All tasks under the campaign
GOC	Folder	All tasks created within the last 4 months under the folder

✅ Pre-requisites (verification)

Before copying, these fields are validated/filled. If any required one is missing, CopyToChild* is set to Error.

Custom field	Validation / how it's filled	Onshore	GOC
Space Name*	Mandatory. Form `[Prefix]-[Market]-[Suffix]`, e.g. `GRM-MYS-GMN`.	✓
Client*	Filled from `Clients-[Prefix]-[Market]`, e.g. `Clients-GRM-MYS`.	✓
Debtor*	Filled from `Debtors-[Prefix]-[Market]`, e.g. `Debtors-GRM-MYS`.	✓
Campaign Name*	Filled from the campaign Title if not already set.	✓
Offshore Global Hub*	Mandatory.		✓

📋 Fields copied to tasks

On success, CopyToChild* is set to Completed.

#	Custom field	Onshore	GOC
1	Client*	✓	✓
2	Debtor*	✓
3	Agency*	✓	✓
4	Region*	✓	✓
5	Campaign Start Date*	✓
6	Campaign End Date*	✓
7	Currency*	✓
8	Campaign Objective*	✓
9	Brand*	✓
10	Requestor's Market*	✓
11	CCUID*	✓
12	CSSID*	✓
13	Practice [GMS]		✓
14	Offshore Global Hub*		✓
15	Space Name*	✓
16	Campaign Name*	✓

💡 Good to know

Cross-tagged GOC tasks. A GOC task that is cross-tagged to a GOC Debtor folder and still sits in an Onshore Campaign may be filled by CopyToChild from either side — whichever is triggered first. That's why such tasks sometimes get more fields filled (e.g. Campaign Name) and sometimes fewer.