Creating an Action to Duplicate a Record in the Same App

Article Number:040485

Specifying the same field in the same app as a copy target in the app actions setting, you can create an action button to duplicate a record.
Unlike the Duplicate Record feature, the Actions feature allows you to select fields to copy.

  1. Click the App Settings icon (the gear-shaped icon at the upper right of the "View" screen), select the App Settings tab, and then select Actions under Advanced Settings.

  2. Click Create Action at the upper left of the "Actions" settings screen.

  3. In the Name input field, enter the action button name to be displayed on the "Record Details" screen.
    In this example, enter "Duplicate". Screen

  4. In the Target input field, select the app to which the data is copied.
    In this example, select the same app as the source (This app). Screen

  5. For Field Mappings, specify the source field and the destination field for copying data.
    When you select a source field, the same field is automatically selected for the destination field.
    You can also change the destination field, if necessary.
    There might be a case where you select a source field and the field cannot be specified as the destination field. In that case, you must manually select the destination field because it is not automatically selected.
    Screen

    • If you click Add all, all the remaining and configurable fields are bulk added under the fields that have been already mapped.
      If you have a large number of fields to map, it is effective to add all the fields in bulk by using Add all first, and then delete the fields that you do not want to use for duplicating data.
    • You can also click Clear All to delete all the mappings that you already configured.
  6. Configuring the Available To setting lets you limit the users for whom the created action button will be displayed.
    If necessary, delete the predefined setting (Everyone) and add users, departments, or groups for which the action you create will be available.
    Screen

  7. Click Save at the bottom right of the screen.

  8. Click App Settings in the message displayed at the top of the screen or click Back to App Settings displayed at the bottom left of the screen.

  9. Click Update App at the upper right of the app settings screen.

  10. On the confirmation dialog, click Update App.

The "Duplicate" action button is now displayed on the "Record Details" screen.
Screen

If the Process Management setting is configured, the action button is displayed next to the action button for the Process Management feature.

Clicking the "Duplicate" action button opens the "Add Record" screen with the data of the specified field transcribed.
Screen

If the data of a "Lookup" field is transcribed, you need to click Lookup to retrieve the data again.