For most record types, you can create a new record by copying an existing record. When you copy a record, the values in certain fields in the record are copied to the new record. Your company administrator determines which field values are copied to the new record. However, any links between the record that you copy and any other records are not copied to the new record.
When you copy a record, you can change the values that are copied to the new record and add values in the fields where the values were not copied from the original record.
The following procedure describes how to copy a record.
To copy a record
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