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Copy Option

42 bytes removed, 20:14, 22 June 2017
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== Enable the option ==
[[File:CopyOptions-01.png|thumb|none|middle|500px|Enable Copy.]]
To enable the Copy Options feature:
== Specifying fields to copy ==
[[File:CopyOptions-02.png|thumb|none|middle|500px|Copy Option Settings.]]
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.
# Scroll down to the '''Features and Options''' section.
# Select '''Copy Option Settings'''.
# 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|500px|Copy Option Settings - Field Selection.]]
# Scroll to the bottom of the page to '''Save''' your selection.
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.
# Select the '''Copy Restrictions''' button.<br />[[File:CopyOptions_CopyRestriction-01.PNG|thumb|none|middle|500px|Copy Restrictions button as appears within the Copy Option Settings page.]]# The Copy Restrictions page will display with several options<br />[[File:CopyOptions_CopyRestriction-02.PNG|thumb|none|middle|500px|Copy Restriction settings page.]]
#* A list of roles will display to the left. This is the list of roles that currently have access to the Copy Option for that entity within the UTA.
#* To the right you can specify which section(s) will '''Let user specify''', '''Copy from record''' or '''Do not copy'''.
== Copying a single record ==
[[File:CopyOptions_SingleCopy-01.PNG|thumb|none|middle|500px|Initiate a record copy.]]
[[File:CopyOptions_SingleCopy-02.PNG|thumb|none|middle|500px|Fields to be copied from the record.]]
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