Record Management - Duplicate Record

Page / - last modified by Stefan Warnat on 2021/09/20 01:40

Duplicate Record

last modified by Stefan Warnat

on 2021/09/20 01:40

Table of Contents

This Task could duplicate a record you specify.

The easiest way is to duplicate the current record, which execute this workflow. To do this you should choose the current Module and insert “$id” into field ”duplicate following Record ID”.

But you also could duplicate every other record with this task. For example you have an Account, which want to renew a contract. You could manually choose the invoice and duplicate the record manually.

But you could also found the ID of an related Invoice record from Accounts, duplicate the Invoice and refresh some dates.

You also could define fields you want to manipulate with special values, like the “Set values” does.