Cloning a record opens an overlay with the record’s data pre-filled in all the fields. To save time spent on manual data entry, you can edit some of the values in the fields and save the cloned record as a new record for custom modules that are created.
To clone a record,
- Choose the desired custom module
- Click the More or three dots icon on the landing page of a record.
- Click Clone
4. In the clone record overlay that appears, edit the desired fields.
Note: Fields marked as unique should have different values.
4. Click Save.