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Copy Any Record

Distributor steps for copying one or many records in any Encompass table from Table View using Sub-Tables > Copy, with field overrides and sub-table options. Requires v23.01+ and add permission on the table.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Pre-Conditions

  • The current user must have the add permission for the table they are trying to copy on.
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  • If they do not have the add permission, they will not see the option to copy records in the sub-table list on table view.

Steps

To copy a single record in any table of Encompass:
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  1. Navigate to the table using the Universal Search in the top
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  2. Find the record wanting to copy in the table.
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  3. View the record using the arrow icon on the left.
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  4. Click 'Sub-Tables' button at the top, then the 'Copy {Table}' option near the bottom of the sub-table list
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  5. This will take the user to an options page. Update the options to override any fields on the new copy being created and control which sub-table records need to be copied as well
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  6. Click 'Copy Record' when finished with the changes

To copy multiple records in any table of Encompass:
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  1. Navigate to the table using the Universal Search in the top
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  2. Find the records wanting to be copied in the table by searching for them in the filters. Ensure only the records the user wants to copy are shown on the list before continuing.
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  3. Click 'Sub-Tables' button at the top, then the 'Copy {Table}' option near the bottom of the sub-table list
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  4. This will take the user to an options page. Update the options to override any fields on the new copies being created and control which sub-table records need to be copied as well
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  5. Click 'Copy Records' when finished with the changes

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