Copy Dynamic Column Configurations

You can copy dynamic column configurations from one plan to another or from one column to another within the same plan.

Here’s how you copy dynamic column configurations from one plan to another or from one column to another within the same plan:

  1. Navigate to the Dynamic Column configuration page for the column you want to copy from.
  2. Select the copy or duplicate icon on the toolbar. The Copy Dynamic Expressions page opens. On this page, you can copy dynamic calculation expressions from the current plan or select a different plan.
  3. Select the plan. The Source Display Name list of values lets you select a dynamic calculation to copy. Only the columns that have dynamic calculations configured appear in the Source Display Name list of values. The Column Names From columns shows the column names used in the dynamic expression based on the selection.
  4. Show either the Current Plan names or the Source Plan names. If more than one dynamic expression exists for a selected dynamic calculation, you can select and copy all or select some of the dynamic expressions to copy.
  5. Select an option. The dynamic expressions are copied to the target column, and you receive a confirmation message.
  6. Click Done to return to the Dynamic Column configuration page to view the copied expressions.
  7. Save your changes. Newly added dynamic expressions have an icon to the left of the sequence number.