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Save and Copy

  • 1.  Save and Copy

    Posted 11-16-2018 19:20
    When creating a new record the form has two save options natively, "Save & Close" or "Save & New". How can I create "Save & Copy"?

    In my app there are times when a user might want to fill out a form, save the new record but then immediately create a new record with all the same information filled out from the selections they made from the previous record they just saved. All they then need to do is change the [Date] field and save the copy. They might need to do this 2 or 3 times, making 2-3 copies of what is basically the same record with only the [Date] filed being different.

    What's the suggestion for the best way to do this, and can it be done? I would like to avoid, if possible, the user having to go outside the form creation screen.

  • 2.  RE: Save and Copy

    Posted 11-16-2018 19:50

  • 3.  RE: Save and Copy

    Posted 11-16-2018 20:14
    The native solution is to use the More button after the save to "Copy this record".

    The alternative to save a click is to make a formula URL button which the user would click in view mode.

    The formula would be

    URLRoot() & "db/" & dbid() & "?a=GenCopyRecord&rid=" & [Record ID#]