I would like to copy values of only specific fields when duplicating a record

Article Number:040185

There are two ways to duplicate a record:

  • Using the Duplicate Record icon
  • Using an app action

If you use the Duplicate Record icon, you cannot specify which field values are copied. Since values of all fields that can be copied are input into the duplicate of a record, you need to make changes to values in the duplicate if necessary.

If you use app actions, you can copy values of specific fields by specifying the same app (this app) as Target. For details, refer to Creating an Action to Duplicate a Record in the Same App. Screenshot: App action settings