How to clone a record in custom modules?

Cloning a record opens an overlay with the record’s data pre-filled in all the fields. To save time spent on manual data entry, you can edit some of the values in the fields and save the cloned record as a new record for custom modules that are created.

To clone a record,

Choose the desired custom module
Click the More or three dots icon on the landing page of a record.
Click Clone

4. In the clone record overlay that appears, edit the desired fields.

Note: Fields marked as unique should have different values.

Click Save.

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