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,

  1. Choose the desired custom module
  2. Click the More or three dots icon on the landing page of a record. 
  3. 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.

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,

  1. Choose the desired custom module
  2. Click the More or three dots icon on the landing page of a record. 
  3. 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.

Was this article helpful?

Subscribe now & Get the latest updates


Empower Your Business with Cutting-Edge Solutions Smart B2B solutions for your business

-

let’s connect and grow together!

Email : sales@fgrade.com

Call : +917569743290

We are present in 

  • Delhi

  • Mumbai

  • Pune

  • Ahmedabad

  • Bangalore

  • Chennai

  • Chandigarh

  • Hyderabad