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.

To clone information, complete the following steps:

Open the application where you want to copy a particular record.
Once you have opened the application screen, search for the record that you want to copy. You can use Query to search for it.
When the selected record is displayed, select File » Clone Record to copy the record.
Enter primary key(s) and any other information that you want to change.
Click Save.

To copy a line, complete the following steps:

Open the application where you want to copy a particular line.
Once you have opened the application screen, search for the record that you want to copy. You can use Query in the table window to search for it.
When the selected line is displayed, select it and go to Line » Copy Record or click the Copy drop-down on the table window and select Copy Record. The other options in the Copy button are:

Copy Data to Insert into Excel — use this option to copy the line to Microsoft Excel.
Copy Data to Paste into New Record(s) — select this to copy the line into another parent record.
Paste Data — select this if you just copied a line and want to paste it on the table window.

Enter primary key(s) and any other information that you want to change.
Click Save.

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.