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Copy a Record Using Record Rules

Danielle Kellogg Updated by Danielle Kellogg

Scenario

This article will walk you through how to setup the option to copy records in your Live App using record rules on a form.

Requirements

If this your first time creating an app, you'll need to know some basics about adding objects, fields, pages, and views. You can start by reading our Builder Basics section

Other good resources can be found in our designing the database and building pages sections of the knowledge base.

Steps

Add a Self Referencing Connection

Add a connection field connecting the object that contains the records you want to duplicate to itself.

This will be a connection to the same object.

In this example, Employees are tracking their Hours and we want them to have the option to copy previous Hours. So we're adding the connection field on the Hours object to the Hours object:

Add a Form

On a details page that displays the specific record you want to copy, add a form view for updating that page's record.

In this example, we're adding a new form for updating the Hours record on the Hours details page. We’re calling the form: “Copy Record”.

We want this form to have no fields, since we want to access the record rules only:

You can also update the submit button text to "Copy Record" and remove the form title.

Add a Record Rule

Go to the the Form Rules section of the view editor for that form and select the Record Rules tab.

Create a new record rule to insert a new record connected to this record. Assign the fields you want to duplicate and set them to inherit the form value of the same field.

Congratulations! You can now duplicate your records.

Notes

Action links have an option to trigger actions similar to record rules.These can also be used in other view types to insert a connected record and copy a record. You can read more about using Action Link triggers here.

Copy Records in Tables

Record rules are also available in table views that have inline editing enabled. You can read more about using record rules with table views here.

How did we do?

Use Zapier to Insert Connected Records

Create a Version History for Records

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