How can we improve TrackVia? What features should come next?

Cloning Records

I would like to see the ability to be able to clone a existing record and have the new record have it's own record ID. The first record almost acting like a template.

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    Aaron SilberbergAaron Silberberg shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    4 comments

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      • Justin MauldinJustin Mauldin commented  ·   ·  Flag as inappropriate

        Hi Aaron & John,

        For admins, the ability to copy a record is always possible in the system. However, the same is not true for limited users.

        As long as the same form is assigned for both the creation and view/editing of the record, limited users will only then be able to see the option to "Copy" a record in the option menu.

        Thanks,

        Justin

      • John McGarveyJohn McGarvey commented  ·   ·  Flag as inappropriate

        I don't believe so.
        I checked my Admin settings to see if I have to assign the Copy function to users, and do not see one, so should be available.

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