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=Overview=
The Copy Option can be enabled within a [[UTA]] for any or all level entities. It allows users with access to the feature to make a duplicate of an existing record. Copies can be made one at a time or in batches.
== Enabling Batch Copy ==
# Edit the desired list view to which the Batch Copy feature is to be enabled.
# Select the Batch Update Buttons tab and click on the + icon to create a new button on the list view.<br />[[File:BatchCopySetup-01.png|thumb|none|middle|700px|Add a new Batch Update button.]]
# Provide a '''Button Name''' and change the '''Button Type''' to "'''Copy'''".<br />[[File:BatchCopySetup-02.png|thumb|none|middle|700px|Specify button type.]]
# Specify which role(s) will have access to the button within the list view by selecting the role(s) within the '''View Roles''' section.<br />[[File:BatchCopySetup-03.png|thumb|none|middle|700px|Specify which roles can view the button.]]
# You can specify which custom fields are copied by adding them within the Copy Custom Fields section.<br />[[File:BatchCopySetup-04.png|thumb|none|middle|700px|Specify which custom fields will be copied from the record(s).]]
# You can specify which standard fields are copied using the provided switches within the '''Copy Options''' section.<br />[[File:BatchCopySetup-05.png|thumb|none|middle|700px|Specify which standard fields will be copied from the record(s).]]
# Click '''Save''' to apply the changes.
= Copying Records =
== Copying a single record ==
Once you have the feature enabled you can copy a single record by following these steps:
# Open the record you wish to copy.# Select '''Copy''' from the '''Options''' button menu.<br />[[File:CopyOptions_SingleCopy-01.PNG|thumb|none|middle|700px|Initiate a record copy.]]# Accept the prompt confirming you wish to copy the record.# A list of fields will display allowing you to confirm the fields to be copied as well as make changes if the option is available to your role.<br />[[File:CopyOptions_SingleCopy-02.PNG|thumb|none|middle|700px|Fields to be copied from the record.]]# Click '''Copy''' when you have finished specifying how to copy the record. A duplicate will then be created.
== 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 in order to access the feature.
[[Category:Applications]]
