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  1. Preface
  2. Part 1: Version 10.4 - 10.4 HotFix 3
  3. Part 2: Version 10.3 - 10.3 HotFix 3

Copying a Record in Data Director with Business Entities

Copying a Record in Data Director with Business Entities

You can copy a business entity record, modify it, and then save it as a separate record. 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. To copy a record, you need to have permission to create records.
  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 appears.
  3. Change the values based on your requirements. For example, modify the name, address, or email address.
  4. Click
    Save
    .
When a single layout contains more than one business entity view, and you copy the record, you can save one view only. Click Save, in the view that you want to save.

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