Changes

Jump to: navigation, search

Copying UTA Records

797 bytes added, 18:30, 9 May 2014
What the User Will See
[[Image:CopyObjectPage.png|link=]]
* The ''Target Object'' allows the user toselect ''New'' or ''Existing''.<br />If the user selects ''New'', they will be prompted to choose a name for the new record:<br />[[Image:CopyTargetObjectNew.png|350px|link=]]:If the user selects ''Existing'', they will be prompted to select the record that should be overwritten with the copied field values:<br />[[Image:CopyTargetObjectExisting.png|350px|link=]]
* The ''Items to Copy'' are then listed below:**any [[Image:CopyTargetObjectNew.png|200px|link=contact]] s attached to the originating record,**any [[Image:CopyTargetObjectExistingorganization]]s attached to the originating record,**the custom fields that have been selected to be able to be copied from the configuration page**the status of the new copied record, etc. Once these have all been selected, the user then clicks ''Copy'' to copy the record.png|frameless|link= Note that any [[workflow]]s that have been configured to be triggered on a status will be triggered by the creation of the new copied record.
==Setting Copy Restrictions==
8,849
edits

Navigation menu