“Copy” button would be shown in the entity grid as well as form (as shown in screenshot below):
To Copy / Clone / Duplicate the record, click the button “Copy”.
- When using “Copy” from grid:
After the copy of record has been made… the grid would be automatically refreshed.
- When using “Copy” from form:
After the copy of record has been made… the form would automatically open up with the newly created record…
Please note that the “Copy” button would be visible in the entity form / grid only when:
- Zap CR Configuration record has been created for that entity
- Either “Zap CR User” or “Zap CR Admin” role has been given to the user