Purpose
The Copy Record option allows you to create a new record by copying an existing record and then editing the new record. You may find this useful if two records have the same information for several of their data fields.
When Displayed
This document describes the Record Builder application's Copy Record option. There is no Copy Record screen. To copy a record, you do one of the following:
- Click the Copy
record icon (
)
on the Search Results screen. - Select Copy record from the Available actions list on the Edit Record screen or the View Record screen.
Record Builder then makes a copy of the record and displays this copy on the Edit Record screen.
Example
See the Edit Record screen.
Usage Notes
- Edit the record as needed. (See Usage Notes for the Edit Record screen and the procedure, Copying a Record in a Local Database.)
- The new record does not exist in the database until you submit it to the database.
Next Action(s)
Edit the new record, and then submit it to the database.
See Also
Edit
Record Screen
Search Results Screen
View Record Screen
A Walkthrough of the Record Builder Interface
Performing
Online Record Updates to Local Databases with Record Builder