Duplicating Records

You can duplicate existing records by copying them to create new records.
It is useful when you want to reuse records by making some modifications to them and use the rest as is.

You can disable the Duplicate Record feature for apps that are not suitable for reusing records.
If you disable the Duplicate Record feature, the copy button Button to duplicate a record is hidden.

Fields and Data That Are Not Copied

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
  • Attachment
  • Process Management information (Status and Assignee)
  • Comment
  • History

Procedure

  1. Click an app to show the record list screen (the top page of apps).

  2. Click the button to display record details Button to display record details in the left-most column of the record to duplicate. Open the record details screen

  3. Click the button to duplicate the record Button to duplicate the record.
    This opens the screen to add records, with the original data populated. Duplicate

  4. Edit the record as needed. Edit the record

  5. Click Save to save the record.

The record is registered as a new record.

If You Cannot Save Records Due to an Error

There might be a problem related to access permission or app setting.
For details on how to solve the problem, see the following page.
When You Receive "Cannot save the record because of error(s) in the following input data." Message
Unable to Save Records with "(Cannot display the item name)" Error (For App Administrators)

Disabling the Duplicate Record Feature

The Duplicate Record feature is enabled by default.
For apps that are not suitable for reusing records, you can disable the Duplicate Record feature and hide the button to duplicate records.

  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 Misc Settings.

  2. Deselect Enable the feature to "duplicate record". Check box for the Duplicate Record feature

  3. Click "Save" on the upper left side of the screen.

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