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→Setting the Elements of a Record to be Copied
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==Introduction==
This page contains detailed instructions on how to configure your system to allow users to copy {{UTA}} records.
[[Image:CopyLevel1SettingsLink.png|link=]]
You will now see the ''Copy Settings Page'', which lists all the fields that can be copied to the new record.<br />Custom fields that are common to all records, ''Global Custom Fields'', are shown first, followed by the fields specific to a record's [[Level 1 Templates|template]] or [[type]].
[[Image:SettingFieldsToBeCopied.png|link=]]
Put a checkmark in the leftmost checkbox next to each field that should be copied to the new record.<br />If you want to allow the user the discretion of whether or not to copy a field's value, also put a checkmark in the "Is Optional" column for that field.<br />Then scroll down to the bottom of the page and click the ''Save'' button.
==What the User Will See==
When a user clicks the Copy button, they will first be prompted to confirm that they want to copy the record:<br />
[[Image:AreYouSureCopy.png|link=]]
If the user clicks OK, they will see the following page:<br />
[[Image:CopyObjectPage.png|link=]]
* The ''Target Object'' allows the user to select ''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 [[contact]]s attached to the originating record,
**any [[organization]]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.
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==
When configuring the elements to be copied from the [[UTA Settings Page]], system administrators can also set copy permissions on the different elements of a record. Copy permissions can be set for {{l1}}, {{l2}} and {{l3}} records.<br />Click on the ''Copy Restriction'' button at the top of the [[Copying_UTA_Records#Setting_the_Elements_of_a_Record_to_be_Copied|Copy Settings Page]]:<br />
[[Image:CopyRestrictionButton.png|link=]]
The following Copy Restriction Settings page will be displayed:<br />
[[Image:CopyRestrictionPage.png|link=]]
At the left of the Copy Restriction Settings page is a list of all the roles that have access to this {{UTA}}. <br />Clicking on the hyperlinked name of the role allows the system administrator to set copy permissions for each role. <br />* The Target Object can be set to allow users, when copying a record:** only to be able to create new records (''Always new'');** only to be able to overwrite an existing record (''Only existing''); or** to choose between the two options (''Let user specify'').* For each ''Item to Copy'', the system administrator can set whether that particular role has the permission to always, never or optionally copy the item to the new, copied record.* System administrators can specify a fixed status to which all copied records should be set: ** On the ''Status'' line item under ''Item to Copy'', select ''Specify status''. The following screen will be displayed, which will allow you to specify the status for all copied records:<br />:[[UTA Settings PageImage:CopyRestrictionsSpecifyStatus.png|link=]]
[[Category:UTA Settings]]