Hello Bhumika,

Thank you for reaching out. You do not need to make any changes to the forms to copy records. Once you open a record, you can click into the Options menu. From there, one of the choices in the drop down is "Copy" (see screenshot). Please note, the role a user is in must have the ability to add records to the table to have the ability to copy a record.

Thank you,

Kim

I do not see how to copy records? It is saying the request is completed, but I am unable to add such a button in the form field to copy from a previous record?

Please(!!!!) add this functionality. Literally hours will be saved in our company if this were to be added..

I would like to note my interest in this as well. My company has a lot of records would greatly benefit from a "copy" function.

Thanks very much Kimberley. I shall certainly celebrate in style when this floats to the top of the list and is actioned. It is certainly critical for the application I am developing. Currently the only way to add new records based on existing records is through exporting the existing one, editing it and then re-uploading ... using an excel spreadsheet. It kinda brings the strap-line on your home page sharply into focus! ; ) Keep at it though, Trackvia improves every month!

Hello Tom,

Our product road map is directly affected by requests from our customers. That being said, this has been reported to our Product Team as a common request. Unfortunately it is not something currently in the development stage, but we will let our Product Team know of the additional request and keep you in the loop as updates are made.

Please let us know if you have further questions or suggestions!

Thank you,

Kim

Has there been any movement on this functionality request (to copy existing table records)?

I agree. It is a "no brainer" as it would save huge amounts of time for the end user.

Hi John,

This is a great idea and something we certainly can agree would be useful! We will be sure to pass this along to out product team and please let us know if you have any more suggestions or questions.

Regards,

Jake