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Copy Option

3 bytes added, 19:09, 12 July 2017

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You can specify which fields are always copied and which ones are optional using the '''Copy Option Settings'''. These can be defined on each level and allow you to select from all available fields on the form.

 # 1, Open the UTA '''Configuration Settings'''.# 2. Select the desired entity tab (ex. Grants/Level 1).# 3. Scroll down to the '''Features and Options''' section.# 4. Select '''Copy Option Settings'''.# 5. Using the checkboxes to the left, select the field(s) you wish to copy. For a field value copy to be Optional (allow user to specify when copying) check the box to the right of the field.<br/>

[[File:CopyOptions-03.png|thumb|none|middle|700px|Copy Option Settings - Field Selection.]]

# 6. Scroll to the bottom of the page to '''Save''' your selection.

== Copy Restriction ==

Additional restrictions can be applied on the copy feature to determine if a set of fields/values should be copied or not (or if the user initiating should have control over this decision). Restrictions can be configured to apply to all users or a specific role. This configuration settings is found within the Copy Options Settings page.

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Ciaran Donnelly

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