Copy Records from a Table

Overview

Copying records allows users with the appropriate permissions to quickly create a new record by duplicating data from an existing one. This approach saves time and ensures data consistency by reusing information rather than requiring manual re-entry.

With the appropriate permissions, you can:

• Duplicate data from an existing record into a new one.
• Replicate key information while recalculating system-generated data like sequences and calculations for the new record.

How to Copy a Record

1. Open the Table View

Go to the table containing the records you want to copy.

• This could be a record register or a linked table within a record.
• You’ll see a list of records with columns displaying their data fields.

2. Select a Record

Find the record you want to duplicate:

• Tick the checkbox next to the record to select it.
• Open the three-dot action menu on the right side of the table and choose Copy from the dropdown.

3. Confirm the Action

When prompted, confirm you want to create a new record by copying data from the selected record:

• Click Copy to proceed.
• If you change your mind, click Cancel to return to the table without duplicating the record.

4. Wait for the Process to Finish

After confirming, the system will process the copy:

• A loading indicator will appear, and you won’t be able to cancel or close the modal until the process is complete.

5. Access the New Record

Once the copy is complete, you’ll be redirected to the new record.

• The record will open in the first state and stage of the workflow, ready for edits or further action.

Key Details