Copy a Record

Follow the steps below to copy a record.

To copy a record (line):

  1. Open the application where you want to copy a particular record.
  2. Search for the record that you want to copy.
    You can use Query in the table window to search for it.
  3. Select the record, click Copy, and then select Copy Record. The other options in the Copy menu are:
    OptionDescription
    Copy Data to Insert into Excel Use this option to copy the line to Microsoft Excel.
    Copy Data to Paste into New Record(s) Select this to copy the line into another parent record.
    Paste Data Select this if you just copied a line and want to paste it on the table window.
    Paste Data from Excel Select this to paste a line from Microsoft Excel.
  4. Enter primary key(s) and any other information that you want to change.
  5. Click Save.