Copying UTA Records
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Revision as of 13:37, 9 May 2014 by Arthur Lathrop (talk | contribs)
This page contains detailed instructions on how to configure your system to allow users to copy records.
Controlling the Copy button
The visibility of the Copy button is managed by the Advanced Logic settings in each . By default, the Copy button is visible.
Using Advanced Logic you can make the Copy button unavailable, or only visible under certain conditions, such as the user's role.
The behavior of the Copy button is configured on the main UTA Settings Page. Go to Settings and click on the Copy Level 1 Settings hyperlink for the type of record you are configuring.
In the example below, Level 1s have been renamed to "Grants":
Setting the Elements of a Record to be Copied
Setting Copy Restrictions
On the UTA Settings Page
