1. Country-Specific Features
  2. Region-Specific SuiteApps
  3. LATAM File Builder
  4. Electronic Data Files Structure
  5. Cloning File Layouts

Cloning File Layouts

Note:

To access the LATAM File Builder SuiteApp documentation in Brazilian Portuguese (Português do Brasil), see LATAM File Builder.

The LATAM File Builder SuiteApp enables you to clone file layout records. You can clone file layouts if you want to create a record of the same type with similar settings.

The system's standard option to make a copy of a record only duplicates the parent record. Meanwhile, the clone option replicates the parent and its child records. When cloning file layouts, you can create copies of the following types of record:

For section sources, you can choose to:

To clone a file layout:

  1. Go to Setup > Latam File Builder > File Layout Cloning.

  2. In the File Layout field, select the file layout you want to clone.

  3. Click Search.

    NetSuite lists the layout sections associated with the selected file layout.

  4. Under File Layout Cloning Information, in the Name of the File Layout Clone field, enter a name for the clone of the file layout.

    Choose a name that differentiates the clone from the original file layout.

  5. (Optional) To display the section sources under a layout section, click the arrow icon Blue arrow pointing left next to the layout section.

  6. Check the boxes next to the layout sections or section sources you want to clone.

    When you check the box next to a parent record, the system automatically selects all its child records too.

    Tip:

    To select all the layout sections and section sources listed on a page, check the box at the top of the table.

  7. (Optional) To skip cloning a layout section or section source, clear the box next to the record.

    Be aware that you can't clone a record without its parents.

  8. For each selected layout section, in the Layout Section Clone column, enter a name for the clone.

    Choose a name that differentiates the clone from the original layout section.

  9. If you want to clone the selected section sources, do the following:

    1. Clear the box in the Related Section Source column.

      By default, NetSuite checks this box for all section sources, which creates related section source records. If you want to use the section source exactly as it's used on the original file layout, prefer creating related section sources. For more information about related section sources, see Adding Related Section Sources.

    2. In the Section Source Clone column, enter a name for the clone.

      Choose a name that differentiates the clone from the original section source.

  10. If you want to move the layout section or section source to a different place in the building sequence, in the Sequence Number column, clear the field and enter a new number.

  11. Click Create Clone.

    The file layout clone request page opens. You can check the progress of the cloning process on this page.

  12. Refresh the page to update the Status field.

    Keep refreshing the page until the status changes to Completed or Failed.

  13. If the status is Completed, to view the cloned records, in the File Layout Clone field, click the name of the file layout clone.

  14. If the status is Failed, verify the execution logs of the LFB MR Copy File Layout script (Script ID: ).

    For more information, see Viewing a List of Script Execution Logs.

Related Topics

General Notices