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.
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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.
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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.
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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.
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