v4.0.28

Copying records

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When viewing the record to be copied, select the "Copy" link in the menu to the left. The following page will be shown:

Copying a record

Copying a record


Selecting source records

By default you will be copying just this Project record. You can select a number of copies to make.

You can also choose the "Make copies of some or all of this record's children" option. The following page section will be displayed:

Copying children

Copying children

This project has one child - an Experiment. You can choose to copy the Experiment and choose the number of copies to make. If there was more than one child you could copy all or some of the children.

Finally you can also choose to "Make a copy of this record and its entire subtree of children" option. The following page section will be displayed:

Copying recursively

Copying recursively

Now you will copy the entire tree and preserve the linking - so you will create a copy of Project and under Project will be a new copy of Experiment. If Project had multiple children, copies of those multiple children will exist under the copied Project.

Selecting a destination

After you have decided what to copy, you need to select a destination. Click on "Select a destination record by clicking here and then on a record in the popup that appears." in the destination section. The following screen will popup:

Choosing a destination

Choosing a destination

The records labelled with a * are ones that you can copy to. When you select a destination remember that all the source records you selected will be copied as children of that destination - they will not replace the destination.

Using partially complete records to save time

If you need to perform similar actions on records more than once, and you find that the content of some of the fields is similar or identical, you'll probably find it tedious to type it all in for each new record. Copying can be useful in this respect.

For example lets suppose that you have a selection of Animal records defining a variety of Mice. There will be common elements to each Mouse record which you may wish stored - maybe the colour, the health of the mouse etc. So instead of entering this data each time you could create a set of folders called Mouse Templates. These contain subfolders such as Brown Mouse, Healthy Mouse etc. You store partially completed Mouse records in those subfolders with the appropriate fields - colour, health etc - already filled in. Then when a user wants to create a new record of a Brown mouse, they can just make a copy of the Template from the Brown mouse folder. This saves time over the standard approach of creating a new blank Mouse and setting its colour to brown, particularly if the templates set a variety of values.