Table of Contents

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  1. Welcome to the Data Director User Guide
  2. Introduction
  3. Getting Started
  4. Data Director with Business Entities
  5. Data Director with Subject Areas
  6. Tasks and Reviews

Copying a Record

Copying a Record

You can copy a business entity record, modify it, and then save it as a separate record. To copy a record, you need to have permission to create records. When you copy a record, the values from read-only fields are not copied. Read-only field values are populated automatically with default values or remain empty. For example, a record can include a unique customer ID field that is populated automatically. When you copy a record, the customer ID value is not copied. The field remains empty. After you save the record, the customer ID value is populated automatically.
  1. Search for the record that you want to copy, and then open it.
  2. From the
    Actions
    menu, select
    Copy
    .
    A copy of the record is displayed.
  3. Change the values based on your requirements. For example, modify the name, address, or email address.
  4. Click
    Save
    .

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