Duplicating records
On iTrackIT, if the user has the required access level it is possible to create a copy of an existing record by duplicating it. Records such as entities, files, files(type), boxes and departments can all be duplicated. The duplicate record option is only available from the main search pages and not sub-pages that have been opened from quicklinks or hyperlinks.
To duplicate a record, first, locate the record to be duplicated and use the round radio buttons to select the desired record. Then press the duplicate record button, which can be found in the toolbar at the top of the page. Below is an image showing the button. If it isn't available and the current account is configured to allow the creation of new records, it means that the record type either can't be duplicated or can't be duplicated from the current screen. For more information on the function menu and the buttons inside it please read our "Navigation" article.
Depending on certain factors (for example, the level of access a user has) not all of the fields on these forms will be editable. Make any desired changes to the details of the new record, how to enter data into the form is explained below. To submit the form and create the new record press the "Save" button at the bottom of the page.
Text box: To use this click on the box and type in the desired information.
Date fields: Either use the calendar icon on the right-hand side by clicking on it and using the date selector tool to select a date or click on the box and type the date in manually.
Check box: check/uncheck these by clicking on the box with your mouse.
Dropdown box: Click on the box to expand it. If there are a lot of options in the menu, it can be filtered by typing in the text box and scrolled using the middle mouse button or the scroll bar on the right of the list. Once you have found the item that you would like to select, click on it.
Database Search: Type what you would like to search for into the text box on the right of the search button, or leave it blank to return all available options.
Then press the search button to open the item selection form, if there are items matching what was searched for, there will be buttons with the names of the items next to them. Use these buttons to choose the desired option, and finally use the "Select" button to add them to the filter criteria.
See also: Editing records
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