Before you start
- Identify the source Shape and target project.
- Explain why both the source and the variant should continue to exist.
- List which inherited fields should stay, change, or be removed.
Ask your agent
Fork the default memory Shape into a sales-memory Shape for the Revenue project. Keep the useful memory fields, add what we need for objections and commitments, and remove fields we will not use. Show me the source, every change in the fork, and the fields Runtime would see. Do not publish it.
Steps
1
Inspect the source Shape
Review what will be copied. If most of the source would be removed, a new draft may be clearer than a fork.
2
Open a fork draft
Confirm the new Shape name and target project. The source Shape should remain untouched.
3
Tailor the copied model
Rename unclear inherited fields, remove fields the variant will not use, and add only the records and relationships required by the new domain.
4
Compile and compare
Compile the fork, inspect its diff, and compare it with the source Shape so reviewers can see what the variant changes.
5
Preview and publish
Follow the normal dry-run and approval steps, then publish the fork as a separate Shape.
6
Check both Shapes in Runtime
Confirm that the new Shape appears in the target project and that the source Shape still has its original fields.
A fork copies the source as it exists now. Later changes to the source do not
flow into the fork automatically.
Verify
Runtime should list the new Shape under its own name. The agent should be able to explain when to use the source and when to use the fork, and the source should show no changes from this workflow.Troubleshooting
- The fork is almost identical to the source: reconsider whether a second Shape helps anyone.
- The fork removes most inherited fields: start a new draft to avoid carrying confusing history.
- The original changed: stop and inspect whether the agent opened edit mode instead of fork mode.
- You expected later source updates to appear: compare and apply them manually; forks do not stay synchronized.
Tool trace
Tool trace