Copying Records
To create a new record from an existing record, you can use the copy record feature (Edit > Copy). You can only copy a single record at a time.
Note: | If the record is part of a hierarchy, the copy feature only copies the selected record, not the records that are part of the relationship, such as the child or parent records. |
To copy a record
1. On the Menu toolbar, click Manage > Manage Data.
2. Navigate to the object that you want to edit and select it.
3. Display the records associated with the object, doing one of the following:
Click the
Values tab to display all the records associated with the object.
Enter filtering criteria to display only records that match specific values and click
Next.
4. Select the record that you want to copy and click Edit > Copy.
5. Enter unique values in the required fields and change other values as needed, and click Save.
OneData creates a new record.
