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  • 1.  Copying a Record

    Posted 07-27-2022 15:18
    Hello, 

    We are weighing the option of continuing to use the 'Copy a Record' function. To keep data integrity, we were wondering if anyone has any ideas or has already come up with a way to automate the clearing out of specific fields when that function is used. We know there is a way to ensure that no duplicate data is saved, but it would be helpful if we could just clear out the field itself, regardless of the value/condition of it being a duplicate. Anyone have any thoughts or suggestions? 


    Thank you!

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    Brittany Adams | Data Management Steward
    DAS Companies
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  • 2.  RE: Copying a Record

    Employee
    Posted 07-30-2022 20:06
    Brittany,

    You may want to try using the Clone record operation.  Once configured, it will not only copy the selected record, but can also copy the linked records in designated repositories.  It also allows you to specify what fields to copy or to set to specific values instead of copying from the original record.  It may help to watch the EnterWorks Tech Talk:  "BBS 105 - How to Copy Repository Records and Linked Records Using Cloning" on the eLearning Platform.

    -Brian

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    Brian Zupke | Senior Technical Support Engineer
    Winshuttle North America | 909-900-9179
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  • 3.  RE: Copying a Record

    Posted 08-02-2022 08:45
    Hello Brian, 

    Thank you for the feedback. Is there any configuration outside of the "Configure Clone" details that needs to take place? We did not previously have the Clone function checked and the first couple of attempts have produced an 'error' job. 

    Thank you, 
    Brittany

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    Brittany Adams | Data Management Steward
    DAS Companies
    ------------------------------

    Original Message


  • 4.  RE: Copying a Record

    Employee
    Posted 08-03-2022 05:37
    Brittany,

    There should be nothing else that needs to be set up for cloning.   If you are running into issues with it, I think the best action you can take is to open a support ticket and provide the details.

    -Brian

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    Brian Zupke | Senior Technical Support Engineer
    Winshuttle North America | 909-900-9179
    ------------------------------

    Original Message


  • 5.  RE: Copying a Record

    Posted 08-03-2022 07:14
    Brian,

    Thank you again for the feedback. This is the solution we were looking for. 


    Brittany

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    Brittany Adams | Data Management Steward
    DAS Companies
    ------------------------------

    Original Message