Copying a Template Record (TAD) (also known as a TR) allows you to create or disconnect a copy of the retrieved TR. First, the source TR that needs to be copied must be retrieved. You must then select the “Copy” icon at the top of the TR page. A "Copy Template Record" pop-up window will be displayed with 4 sections:
After completing all the required fields in the Copy Template Record pop-up window and then selecting the “Submit” button, the TR page will be displayed with all copied fields entered. The message, “Copy is Pending and you must submit or save the record to complete Copy Action” will be displayed at the top of the page.
On the TR page, select the “Save” button to complete the copy action and continue modifying the TR. When all modifications are completed, you must select the “Submit” button on the TR page to complete the copy action and put the TR into effect. A message stating that “Template Record Copied Successfully” will be displayed at the top of the page.
For more information on the general copy rules, please click here.
Learn more about this topic in the following video!
Disclaimer: This video is intended to be used as a guide for educational purposes only. Pages shown in the video may differ slightly from the Production Environment.