CLONE

Use this feature to create a new record with the information from an existing record. When you select Clone, you are prompted for the key of the record you are copying from, and then are placed in Insert mode with the copied data.

Clone is not implemented for all functions.

Cloning for the main screen information is done separately from cloning for the subtask information. If you want to clone subtask data, you must first clone on the main form, and then clone on each subtask. The steps required to clone a record are outlined below. There are several scenarios, so pick the one that matches the type of screen on which you are currently working.

1.  Main form only, no subtasks

2.  Subtask linked to the main screen

3.      Subtask linked to the Table Window in the Main Screen

The Save/Continue menu selection may be selected any time after entering the changes on the main screen in scenarios 2 and 3. This allows the main screen and any subtasks already cloned to be saved, yet still maintain the record in Clone mode so that more subtasks can be cloned. Do this when there are many subtasks for the main screen or when there are a lot of rows in the table window that need to be cloned. Save/Continue may be selected more than once for the same cloned record.

Clone

Identify the existing record you want to clone. One or more search fields will be at the top of the screen. Enter any part of one or more of the fields to identify the record for which you are searching.

Match Text

Select either the Beginning or Within radio button, depending on whether you want the Clone to match the values entered in the search fields with those items in the database that begin with the same values, or for Clone to match the values with those items in the database that contain the values anywhere within them.

Execute

Select this pushbutton to find all records that match the search information entered. If only one database record is found matching the search criteria, the Clone screen will close and the data from that record will be placed in the data entry screen.

Select

If more than one record meets the search criteria, the records found will be shown on the Clone screen. After highlighting one of the rows, use this pushbutton to close the Clone screen and have the data from this record placed on the data entry screen. Double-clicking on a highlighted row has the same effect.

Cancel

Select this pushbutton to cancel the Clone feature. No record will be placed on the data entry screen.

Hint for WAN Users:  If the Connects via WAN checkbox in the Maintain Users screen of Costpoint System Administration is checked, the normal Costpoint "segmented ID behavior" will be turned off for all segmented ID fields when using Clone. This means that when you enter a segmented ID value, the segment separators (periods or dashes) will not automatically appear, the individual segment IDs will not be validated, and each segment will not be padded to the correct length for that segment ID. Instead, the entire field ID is treated as a single string.