Copy Line Items
You can create a new line item by copying an existing line item. You can choose to include any attachments that are on the source line item; however, any links the line item has to other records will not be copied.
To copy line items from the same form:
- In a business process form, select a line item tab.
- Select a line item to copy and select > Copy.
- From the Line Item Details tab on the right pane, complete all the required fields.
- Click Save.
See Also
Adding and Managing Line Items
Editing and Deleting Line Items
Removing Line Item Attachments
Last Published Monday, August 28, 2023