Clone a record

This allows an Accela administrator to clone a record.

In order to clone a record type, you must enable the Record type clone feature. To enable this feature, you need to set 0382 - Record cloning to Full Access in the User Group associated with the record you are cloning. (For more information, see Add and edit user groups.)

To clone a record

  1. From the Administration menu, select Administration > Record cloning.

  2. Select the name of the user group you want to clone.

  3. Select Clone in that Actions column next to the Record type alias you want to clone.

  4. Enter a new Alias name for the cloned record.

  5. Modify at least one of the following fields of the record

    • Group

    • Type

    • Subtype

    • Category

  6. Select Clone record.

Saving the new record creates and links it to these configuration elements from the existing record type:

  • Fee Schedule

  • WorkflowPage Flow Code for ACA

  • Intake Form Configuration Group Code

  • Application Key Mask

  • Partial ID Mask

  • Temporary ID Mask

  • ID Mask

  • Expiration Code

  • Document Code

  • Document Code for ACA

  • Application Status Group Code

  • Default CAP Status

  • AddressType Group Code

  • Copy all associated APO

  • Duration (Days)

  • GIS Service

  • Edit Layer

  • Unit of Production

  • Default Production Unit

  • Estimated Cost Per Production Unit

  • Virtual Folder Group