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:

Note

Record cloning is not recommended for complex records such as Entities and Form Templates.

  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.
  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.