Cloning

Cloning allows you to quickly create a new record by using an existing record and making a copy of it.

Cloning must be enabled for the object to clone a record.

Cloning allows you to copy an existing record and it's information.  For example, if contact records are being entered for members of the same family, you can enter one member, save that record, then clone it for the other family members, changing only some of the details such as first names, so that you do not have to enter all of the same information again for every family member.  The same procedure could be used for similar inventory items, invoices, classes, programs, or any other record.

A user must have Add permissions for the object in order to clone a record.  If a user is not permitted to add a new Customer, for example, then they can not clone an existing customer record either.

Enable Cloning

To clone a record, the Cloning option must be enabled for the object in the application's Setup > Development > Objects section.  See:  Object Features for details.

1. Click on the name of the object in the list.

2. Select the Object Features tab.

3. Make sure that Enable Cloning is checked.

4. Save any changes if necessary.

Clone a Record

You must be working in the application with an object that has cloning permissions enabled.  Cloning will create a new record, and copy the information from the record that is being cloned.

1. Click on the name of the object in the View list if you have not already selected it.

2. Click the Clone button.

3. Chose a template from the list if you wish to use information from the template.

4. Enter or change any information for the new record.

5. Click Save to create the new record, or Cancel to return to the record view without saving the new record.

See Also

Object Features

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