Copying a Record

Copying a record will create an identical duplicate of the Record and its data, (Unless: See near bottom of article). There are numerous depths to which you can copy the chosen Record, but this will depend on the desired outcome. This feature is of great use when copying best practice records for examples, or particularly when repeated activities are present. Regardless, it has the potential to save you and your company much time that would otherwise have been wasted in manual copying.

To initiate the copying of a Record you must first have one open, from here you should click on the ellipses (the three dots in the top right corner of your workspace). This will provide a list of options, one of which is to 'Copy' the Record. 

Note: If you cannot see the copy feature then you need to contact your site administrator and ask them to update your permissions.

Once 'Copy' is clicked you will be presented with the list of check-boxes you can see above, as mentioned previously this allows you to customise the depth of the copy. As for copying the Notes, Comments, Attachments and History associated with the Record these are fairly intuitive but please refer to the embedded links for more info on each.

Template Copy: When selected, this allows for the copying of a Record and its Fields but without their data entries. Proving extremely useful when/if you wish to re-use a Record many times but know that certain or all Fields will have unique data entries each time.  

Note: In order for 'Template Copy' to have an effect you need to configure the desired Fields in AppStudio by checking the box, 'Exclude This Field From Templated Record Copies'.

Hence, now when you select 'Template Copy' the Record will be duplicated, but all Fields that are configured in the above way will be copied without their previous data entries.