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— | menu:clonerecord [2023/06/07 20:39] (current) – created - external edit 127.0.0.1 | ||
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+ | ====== Record Menu: File Menu: Clone record ====== | ||
+ | ===== Quick Steps ===== | ||
+ | * In a record that you wish to clone: | ||
+ | * Choose File | Clone record | ||
+ | * Choose, as appropriate, | ||
+ | * <Remove relationships> | ||
+ | * <Keep relationships> | ||
+ | * Select a template from the list that displays | ||
+ | * Click <OK> | ||
+ | * Click <Add Record> | ||
+ | * Make necessary changes to create a new record | ||
+ | |||
+ | ===== Detailed Steps ===== | ||
+ | |||
+ | To use an existing record as the basis for a new record (to save typing similar information all over again) you can copy the existing record as a ' | ||
+ | |||
+ | To clone a record: | ||
+ | * In a record that you wish to clone: | ||
+ | * Choose File | Clone record | ||
+ | |||
+ | If know that it is safe | ||
+ | to keep all of the relationship data in the cloned record | ||
+ | for the new record, | ||
+ | then you can select "Keep relationships" | ||
+ | | ||
+ | If you are not sure that it is safe | ||
+ | to keep all of the relationship data in the cloned record, | ||
+ | for the new record, | ||
+ | then select " | ||
+ | |||
+ | * Choose, as appropriate, | ||
+ | * <Remove relationships> | ||
+ | * <Keep relationships> | ||
+ | * Select a template from the list that displays, and press OK | ||
+ | * RIMMF will load the record being cloned into the selected template: | ||
+ | * Click <Add Record>; or <Discard Record> if you change your mind at this point | ||
+ | * Make necessary changes to create a new record | ||
+ | |||
+ | __Notes__ | ||
+ | |||
+ | * In RIMMF, the ' | ||
+ | * Copy the current record | ||
+ | * Assign a unique record control number to the new record | ||
+ | * Delete the following from the new record: | ||
+ | * Authorized Access Point/ | ||
+ | * ' | ||
+ | * All ' | ||
+ | * Source record (if the record was imported) | ||
+ | |||
+ | * You cannot clone a template; see "How to [[howto: | ||