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.
Search for the record that you want to copy, and then open it.
From the
Actions
menu, select
Copy
. A copy of the record appears.
Change the values based on your requirements. For example, modify the name, address, or email address.
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.