Clone Record and Copy Record

Use the Clone Record or Copy Record feature to create a new record that contains information from an existing record. The differences of these two features is their availability that depend on the types of records that will be copied. They are not available for all functions.

  • Use the Clone Record feature when you copy records that have a header (parent) and detail (child) information.
  • Use the Copy Record feature when you copy data that involves just a single record or "child" rows. This is generally used when copying report parameters such as the Print Account List.

After you use clone or copy, the new record displays containing the data you copied except for the key which you must provide.

You can select Save and Continue after you enter your changes on the screen.

After you create a new record by cloning an existing record, use Toggle View to switch back and forth between the new record and the existing record. This is particularly useful for Form View-only screens.