Copying UTA Records

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.

Setting the Elements of a Record to be Copied

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":

You will now see a list of all the fields that can be copied to the new record.

Setting Copy Restrictions

On the UTA Settings Page