There are times when the user is creating multiple records in a service and much of the information in each of the records is the same. The Clone feature allows the user to copy a previously created record. This helps reduce data input time and increase accuracy.
Follow these steps to clone an existing record:
Note
Record cloning is not recommended for complex records such as Entities and Form Templates.
- Open an existing record in any service.
- Click the Clone button in the data control bar.
- A copy of the existing record appears with an ID of -1.
- Make any necessary changes to the cloned record and save the record.
It is also possible to clone an existing record from a new record:
- Open a new record in any service
- Right click in the header of the form and select Clone.
- The Find dialog appears. See Using the Find Dialog for instructions on how to use this dialog.
- Enter the search criteria and click the Find button.
- Records from the service that match the specified search criteria appear in the Results tab.
- Select the record to copy.
- The data from that record is copied into the new record.
- Make any necessary changes to the cloned record and save the record.
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