Save the current record as a new record
- Last UpdatedApr 24, 2025
- 1 minute read
You can use the Save as New feature to save an existing record as a new record.
To save the current record as a new record
If you are configuring a new record that is similar to an existing record,following the steps below can save you time since you will not have to configure all the fields.
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Open a Row Edit dialog box that contains data you would like to use in a new record.
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Rename the record by editing the Name field.
The Save as New option is activated once the Name field is changed.
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(Optional) Edit additional fields as required.
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Select Record > Save as New.
A confirmation dialog box appears.
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Select Yes to add the record to the database.
A new record is created. If you did not edit any of the information in the record, the new record will be identical to the record it was created from with the exception of the record’s Name.