Record Copying and Cloning Form Fields
The following tables lists the options you can choose from when you copy or clone a record.
| Fields for Clone Mult Only | |
|---|---|
| # 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 create or select a destination set for the new clone. When you select a set, the set number displays in this field box. |
| Record Type - Specific Information | |
|---|---|
| Fee Items | Select to clone/copy fee items from the source record to the target record. Click the Select link to specify specific fee items to copy. |
| Workflow Status | Select to clone/copy workflow status from the source record to the target record. |
| Inspection | Select to clone/copy inspections from the source record to the target record. Click the Select link to specify inspections by inspection status. |
| App Specific Info | Select to clone/copy application specific information (ASI) data . Click the Select link to specify ASI and ASIT subgroups. |
| Additional Info | Select to clone/copy additional information from the source record to the target record. |
| Valuation Calc | Select to clone/copy valuations from the source record to the target record. |
| Workflow Task Specific Information | Select to clone/copy workflow task-specific information from the source record to the target record. |
| Status or New Status | Select to clone/copy the record status from the source record to the target record. To set a new status value, select an option from the New Status drop-down list in addition selecting Status or New Status. |
| Status History | Select to clone/copy status history data from the source record to the target record. This option is available only if the Status or New Status option is selected. |
| General Record Information | |
|---|---|
| Record Details | Select to copy some record detail fields from the source record to the target record. Click the Set Application Description link to edit the application name and application description for both the source record and the target record. |
| Parcel | Select to clone/copy parcels from the source record to the target record. |
| Owner | Select to clone/copy owners from the source record to the target record. |
| Address | Select to clone/copy addresses from the source record to the target record. |
| Assets | Select to clone/copy assets from the source record to the target record. |
| Licensed Professionals (s) | Select to clone/copy licensed professionals from the source record to the target record. Click the Select link to specify licensed professionals by type. |
| App Specific Info | Select to clone/copy application specific information from the source record to the target record. |
| Contact | Select to clone/copy contacts from the source record to the target record. Click the Select link to specify contacts by type. |
| Document | Select to clone/copy documents (attachments) from the source record to the target record. |
| Preserve Dates | Select to clone/copy both the opened date and
the reported date from the source record to the target record. Note:
If
you do not select this option, the Opened Date field on the cloned
record displays the date that the record was cloned.When cloning, the Close Date does not copy to the target record(s). Note:
The record status date clones/copies only when you clone or copy the record status, independent of the Preserve Dates option. |
| Record Conditions | Select to clone/copy conditions from the source record to the target record. Click the Select link to specify record conditions by severity and/or by condition status. |
| Inspection Conditions | Select this option to clone/copy inspection conditions from the source record to the target record. Click the Select link to specify record conditions by severity and/or by condition status. |
| Conditions of Approval | Select to clone/copy conditions of approval from the source record to the target record. Click the Select link to specify conditions of approval by severity and/or by condition status. |
| Education | Select to clone/copy education data from the source record to the target record. |
| Continuing Education | Select to clone/copy continuing education data from the source record to the target record. |
| Examination | Select to clone/copy examinations from the source record to the target record. |
| Record Comments | Select to clone/copy record comments from the source record to the target record. |
| Activities | Select to clone/copy activities from the source record to the target record. |
| Set Code | Use this with the “Include In a Set” field described above. This is the code that identifies the Set. |
| Application Type | Click the “Select Application Type” link next to the Application Type field to select the application type for the new record. |
| Include in a Set | Select Yes if you want the new record to be included in a set. If you select Yes, provide a record set ID in the Set Code field. |