Cloning an Existing Record

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:

1. Open an existing record in any service.
2. Click the Clone button in the data control bar.
   • A copy of the existing record appears with an ID of -1.
      
3. 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:

1. Open a new record in any service
2. 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.
     
     
3. Enter the search criteria and click the Find button.
   • Records from the service that match the specified search criteria appear in the Results tab.
     
     
4. Select the record to copy.
   • The data from that record is copied into the new record.
     
     
5. Make any necessary changes to the cloned record and save the record.