Copying a record creates an identical duplicate record
To allow users to copy best practice records and to speed up the addition of repeated activities
- Open the record you want to access.
- Click in the Screen Menu
- Select Copy.
- Select the appropriate parts of the record that you would like copied. You can chose if you would like to include Comments, Notes, History and Attachments. If fields within AppStudio have been configured to be excluded from a template copy then by using Copy as Template these data points will not be included.
- Confirm your selections.
- Choose whether to remain on the record being copied or view the record copy.
- Modify the newly copied record and save in the usual way.