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

Data Director User Guide

Data Director User Guide

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Copying a Record

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.
  1. In the
    Data
     tab, open the record in the
    Data
     view.
  2. Click
    Actions
    Copy
    .
  3. In the new record window, change the attribute data you want.
  4. Select
    Save
     or
    Send for Approval
    , as applicable.
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