Copying an Item
You can create an item copy in the following ways:
1. Use
to copy an item from:
◦ Home Page
◦ Search results on the Global Search page
◦ Relationships field in the item view
◦ Relationship Viewer
2. Select an item and click
or click
and select
Copy Item option in the Item View mode.
The Copy Item window opens.
| • The Copy Item option is enabled only if a single item is selected. • If the selected item type is a document, the Copy Document window opens. For more details, see Creating a Document Copy. |
3. Select the item type. Common fields and pre-populated copy fields for the selected item type are displayed.
4. Add the required fields from the Common Fields list to the Copy Fields list.
| • Default Copy Fields for the selected item type defined by the administrator are pre-populated in the Copy Fields list. You can move these default copy fields to Common Fields if they are not required. |
5. Click Proceed.
The Untitled Item window opens displaying the selected copy fields with their values. Enter the required details and click Save.
| • The Copy Item option is also enabled for the items viewed in asOf mode. • The Copy Item option changes to Copy Document if the selected item type is a document. |