Duplicate record from desktop
Steve Wealands
Just a note on the 'duplicate record' feature that we have enountered and had a problem with.
We regularly store metadata into a few hidden, read-only fields within a record (e.g. identifiers from other systems we use for integrating with).
Unfortunately, when users duplicate a record, we have problems because those fields get duplicated also.
Could 'read-only' fields be excluded from duplication as a default? Or is there some other means of clearing out those metadata fields during duplication (i.e. some kind of data event we could tap into)?
Steve Wealands
This issue continues to cause our clients problems. Can anything be done to address it? Or maybe offer an option to enable/disable duplication of records?
Caleb Sanderson
Merged in a post:
Duplicate records in web record viewer
A
Anthony Kiet
Allow duplication of records in web record viewer in addition to in app
Chris Schroeder
Any status update on this feature request?
K
Kitt Roney
This would be helpful. We have some users who prefer to do their work on the web app instead of on a mobile platform.
J
Jacob Thomann
Please take this feature into consideration, thank you
I
Ilya Alimov
Does this exist yet?
Katie Briggs
Merged in a post:
Duplicate Records
Rachael Davee
in the tablet version of Fulcrum you can duplicate a record. I want to be able to do this on the desktop.
M
Michael Meesseman
Merged in a post:
Duplicate record in the web viewer
G
Gilles Lacroix
It's possible in the mobile app but not in the web viewer..