How to clone a record in custom modules?

Modified on: Fri, 8 May, 2020 at 1:43 PM



Cloning a record opens an overlay with the record’s data pre-filled in all the fields. This allows you to edit some of the values in the fields and save the cloned record as a new record. This saves time during manual data entry, especially when your records share similar information such as location, type, etc. 


For example, let us assume you are cloning a record of the custom module titled ‘Property’, here’s how you can go about the same.


1. Click the icon associated with the record. 

2. Click Clone. This brings up the clone record overlay.


3. Edit the desired fields. 

4. Hit  when you’re done.


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How to clone a record in custom modules?

Modified on: Fri, 8 May, 2020 at 1:43 PM



Cloning a record opens an overlay with the record’s data pre-filled in all the fields. This allows you to edit some of the values in the fields and save the cloned record as a new record. This saves time during manual data entry, especially when your records share similar information such as location, type, etc. 


For example, let us assume you are cloning a record of the custom module titled ‘Property’, here’s how you can go about the same.


1. Click the icon associated with the record. 

2. Click Clone. This brings up the clone record overlay.


3. Edit the desired fields. 

4. Hit  when you’re done.


Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial