4.6 Copy a Record

User can make a copy of an existing record to create a new record with similar details. Once the details of an existing record are copied, user can enter the mandatory details and modify the copied details as per requirement.

To copy an existing record to create a new record:

  1. Navigate to the view page and click Options for the record that user want to copy.
  2. Click Copy.
    The create page appears with details copied from the existing record.
  3. Enter the required details.
  4. Click Save.
Once the record is created, it needs to be authorized to be effective in the system.

Parent topic: Standard Procedures