Creating new records by copying existing ones is sometimes easier and quicker than creating a new record from scratch. Typically, you copy a record by performing the Copy [Object] workflow action. However, your Alloy Navigator administrator may rename this action or create custom actions for copying records.
To copy a record:
Select the record you want to copy.
Perform the Copy [Object] action. Typically, the action brings up the action form, where you can modify some values of the new record as necessary. Actions are configured by your Alloy Navigator administrator; for details, see Performing workflow actions.
Click OK to create the new record.
NOTE: Company Addresses