Preface
Introduction
Getting Started
Data Director with Business Entities
Data Director with Subject Areas
Hierarchies and Relationships
- Investigating Hierarchies and Relationships
Workflows and Reviews
- Participating in Review Processes
- Review Processes Reference

Data Director User Guide

10.3

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Copying a Record

You can copy a parent record and some of its children to create a record that is similar to an existing record. You cannot copy a timeline-enabled record.

In the

Data

tab, open the record in the

Data

view.

Click

Actions

Copy

In the new record window, change the attribute data you want.

Select

Save

Send for Approval

, as applicable.

Working with Records in the Data Tab

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Table of Contents

Data Director User Guide

Data Director User Guide

Copying a Record

Copying a Record