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Copy Option

946 bytes added, 14:45, 23 June 2017
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= Copying Records Using the Copy Option Feature =
== Copying a single record ==
== Copying multiple records ==
Copying multiple records at one time is accomplished through the list view. The list view must have the Batch Copy button enabled for your role in order to access the feature. # Open the list view configured to use Batch Copy.<br />[[File:BatchCopy-01.png|thumb|none|middle|700px|List view selection.]]# Select the record(s) you wish to copy using the check boxes provided to the left of the record.<br />[[File:BatchCopy-02.png|thumb|none|middle|700px|Selection of record(s).]]# Click on the Batch Copy icon as configured on the list view (icon and label displayed depends on that selected for the function within the list view configuration).<br />[[File:BatchCopy-03.png|thumb|none|middle|700px|Selection of record(s).]]# A prompt will display confirming the number of records included in the batch copy. Click '''OK''' to continue.<br />[[File:BatchCopy-04.png|thumb|none|middle|700px|Copy confirmation prompt.]]# Once the copy has completed, a final prompt will appear confirming this on the screen. <br />[[File:BatchCopy-05.png|thumb|none|middle|700px|Copy complete confirmation.]]
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Smartstaff
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