Creating an Action to Duplicate a Record in the Same App

Article Number:040485

Specifying the same field in the same app as a copy target in the app actions setting, you can create an action button to duplicate a record.
Unlike the Duplicate Record feature, the Actions feature allows you to select fields to copy.

  1. Click the App Settings icon (the gear-shaped icon) at the upper right of the "View" screen.
    Screenshot: The "App Settings" icon is highlighted

  2. On the "App Settings" screen, select the App Settings tab, then click Actions under Advanced Settings.

  3. On the "Actions" screen, click Create Action.

  4. In the Name section of the "Create Action" screen, enter the name that you want to be displayed for the action button on the "Record Details" screen.
    In this example, we will enter "Duplicate" as the name.
    Screenshot: The "Name" section outlined

  5. In the Target section, select the app you want to copy data to.
    In this example, we will select the same app as the source app (This app).
    Screenshot: The "Target" section is displayed

  6. For Field Mappings, specify the source field and the destination field for copying data.
    When you select a source field, the same field is automatically selected for the destination field.
    You can also change the destination field, if necessary.
    There might be a case where you select a source field and the field cannot be specified as the destination field. In that case, you must manually select the destination field because it is not automatically selected.
    Screenshot: The "Field Mappings" section is displayed

    • If you click Add all, all the remaining and configurable fields are bulk added under the fields that have been already mapped.
      If you have a large number of fields to map, it is effective to add all the fields in bulk by using Add all first, and then delete the fields that you do not want to use for duplicating data.
    • You can also click Clear All to delete all the mappings that you already configured.
  7. Configuring the Available To setting lets you limit the users for whom the created action button will be displayed.
    If necessary, delete the predefined setting (Everyone) and add the users, departments, or groups for whom you want the action to be available.
    Screenshot: The "Available To" section is displayed

  8. Click Save at the bottom right of the screen.

  9. Click App Settings in the message displayed at the top of the screen or click Back to App Settings displayed at the bottom left of the screen.

  10. Click Update App at the upper right of the screen.

  11. On the "Update App" dialog, click Update App.

The Duplicate action button will now be displayed on the "Record Details" screen.
If Process Management settings are configured, the action button is displayed next to the process management action button.
Screenshot: An action button is displayed

Clicking the Duplicate action button will open the "New Record" screen with data copied from the specified fields.
Screenshot: The "New Record" screen is displayed with copied field values

If the data of a "Lookup" field is transcribed, you need to click Lookup to retrieve the data again.