Copying records

Use the Copy Record toolbar button to copy information from one record to another record within the same form. Copying a record creates an editable copy of the record that contains the same base data. The Copy Record button is only available on forms that have List View and Record View pages, and it is only enabled on the List View and Record View pages.

Note: To copy a record, you must have insert rights for the organization of the record you are copying.

To copy records:

  1. Open the form for which to copy records.
  2. Select the record to copy, and then click Copy Record. The system copies values from the previously selected record to the new record, including custom fields, and displays the form in insert mode.
    Note: To maintain certain business and security rules, some displayed fields may not copy over to the new record. Verify all copied data before saving the record.
  3. Modify the record as necessary.
  4. Click Save Record.