Creating an Action to Duplicate a Record in the Same App

You can use the App actions feature to specify a field in the same app as a copy target, to create a button to duplicate a record.
Unlike the Duplicate Record feature, the action feature allows you to select a field to copy.

  1. Click the app setting button Setting button on the upper right of the record view, select "App Settings" tab > "Advanced Settings", and then select Actions.

  2. Click Create on the upper left side of the action setting screen. Create an action

  3. Configure the action.
    Specify the same field in the same app to map with. Screen

    • Name:
      Enter a name for the action that is displayed in the record details screen.
      In this example, enter "Duplicate record".

    • Target:
      Select the same app as the copy source (This app).

    • Field Mappings:
      Select a field to copy.
      In this example, the same field is mapped to the copy source and the copy target.

    • Available To:
      Select a user, department, or group to be using the action.
      In this example, specify "Everyone". Screen

  4. Click "Save".

  5. Click Settings on the upper left side of the screen. Screen

  6. Click "Update App" on the upper right side of the screen.

"Duplicate record" action is now displayed in the record details screen.

If you have set Process Management, Process Management action is also displayed.

If you click "Duplicate record", the "Add records" screen opens with the contents of the specified field.

If you have copied contents of a Lookup field, you need to click Lookup to get the information again.