Copy and clone record form fields

The following tables lists options you may see when you copy or clone a record.

Important: Because your Civic Platform installation has been configured to meet your agency’s specific requirements, some fields, functionality, and processes may differ from those described. Contact your agency administrator or help desk with questions.
Field Description
# of clones per record type The number of clones that you want to create from the source record.
Clone to set

Use the New set or Existing set buttons in the toolbar to populate this field with the destination set for the clone.

Option Description
Fee items

Copies fee items from the source record to the target record.

Select the Select link to specify specific fee items to copy.

Workflow status Copies workflow status from the source record to the target record.
Inspection

Copies inspections from the source record to the target record.

Select the Select link to specify inspections by inspection status.
Custom fields

Copies information in custom fields from the source record to the target record.

Select the Select link to specify custom fields to copy.
Additional info Copies additional information from the source record to the target record.
Valuation calc Copies valuations from the source record to the target record.
Workflow task specific information Copies workflow task-specific information from the source record to the target record.
Status or new status

Copies the record status from the source record to the target record.

To set a new status value, select an option from the New status list in addition to selecting the check box next to Status or new status.
Status history

Copies status history data from the source record to the target record.

This option is only available if the Status or new status option is selected.
Option Description
Record details

Copies some record detail fields from the source record to the target record.

Select the Set application description link to edit the application name and application description for both the source record and the target record.
Parcel Copies parcels from the source record to the target record.
Owner Copies owners from the source record to the target record.
Address Copies addresses from the source record to the target record.
Assets Copies assets from the source record to the target record.
Licensed professionals

Copies licensed professionals from the source record to the target record.

Select the Select link to specify licensed professionals by type.
Contact

Copies contacts from the source record to the target record.

Select the Select link to specify contacts by type.

Document Copies documents (attachments) from the source record to the target record.
Preserve dates

Copies both the opened date and the reported date from the source record to the target record. If you do not select this option, the Opened date field on the target record displays the date that the record was cloned/copied.

Notes:

  • When cloning or copying, the Close date does not copy to the target record(s).

  • The record status date clones/copies only when you clone or copy the record status, independent of the Preserve dates option.
Record conditions

Copies conditions from the source record to the target record.

Select the Select link to specify conditions by severity and/or by condition status.

Inspection conditions

Copies inspection conditions from the source record to the target record.

Select the Select link to specify conditions by severity and/or by condition status.

Conditions of approval

Copies conditions of approval from the source record to the target record.

Select the Select link to specify conditions by severity and/or by condition status.

Education Copies education data from the source record to the target record.
Continuing education Copies continuing education data from the source record to the target record.
Examination Copies examinations from the source record to the target record.
Record comments Copies record comments from the source record to the target record.
Activities Copies activities from the source record to the target record.
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