When Creating a Record by Duplicating It, I Want to Copy Values of Specific Fields Only

There are two ways to duplicate a record as described below.

  • Use the "Duplicate" button Duplicate button
  • Use app actions

If you use the "Duplicate" button Duplicate button, you cannot select and copy a specific field. The duplicated records include all values from all fields that can be copied, so you need to make changes as necessary.

If you use app actions, you can copy specific fields by selecting the same app (this app) as a target app. For details on how to configure the setting, refer to the "Creating an Action to Duplicate a Record in the Same App" page.