Within an app, you can create a new record that is completely new or a duplication of an existing record.
Creating a New Record
- From an app, click to add a new record.
- Fill out the form.
- Once completed, click .
Duplicating a Record
You can create a new record by duplicating an existing record.
- Open the record you would like to duplicate.
- Click and edit the fields in the form if needed.
- Once complete, click .
- When a new record is created by duplicating an existing record, the following fields and data are not copied:
- Record number
- Created by
- Updated by
- Created datetime
- Updated datetime
- Process Management information (Status and Assignee)