Duplicate Record Event Setup

Configure Duplicate Record Event with Current Form and Ask User to Select Record

To set up an event that duplicates a record using the current form:

1. Title: Enter a descriptive title for the event.
2. Description: Provide a description of the record duplication.
3. Form: Select "Current Form."
4. Record Duplication Method: Choose "Ask User to select and duplicate the record."
5. Filters: Choose not to apply filters.
6. Data Carry: Choose not to carry data.

Steps:

1. Alice Johnson is setting up a "Duplicate Record" event.
2. Enter the following details:
   • Title: Duplicate User Record
   • Description: Duplicate an existing user record
3. Select Current Form.
4. Choose Ask User to select and duplicate the record.
5. Choose No Filters and No Data Carry.
6. Save the configuration.

Outcome: The Duplicate Record event will prompt the user to select and duplicate the record, with no filters or data carry applied.

Configure Duplicate Record Event with Custom Form and Set Constant Record

To set up an event that duplicates a specific record using a custom form:

1. Title: Enter a descriptive title for the event.
2. Description: Provide a description of the record duplication.
3. Form: Select "Custom Form."
4. Menu: Choose the menu where the form is located.
5. Window: Select the window within the menu.
6. Record Duplication Method: Choose "Set the constant record to duplicate."
7. Selected Record: Choose the record to duplicate.
8. Filters: Choose not to apply filters.
9. Data Carry: Choose not to carry data.

Steps:

1. Alice Johnson is setting up a "Duplicate Record" event.
2. Enter the following details:
   • Title: Duplicate Animal Record
   • Description: Duplicate an existing animal record
   • Menu: Animal Management Records
   • Window: Animal Registration
3. Select Custom Form.
4. Choose Set the constant record to duplicate.
5. Select the record to duplicate.
6. Choose No Filters and No Data Carry.
7. Save the configuration.

Outcome: The Duplicate Record event will duplicate the specified record with no filters or data carry applied.

Configure Duplicate Record Event with Custom Form and Apply Filter

To set up an event that duplicates records using a custom form with a filter:

1. Title: Enter a descriptive title for the event.
2. Description: Provide a description of the record duplication.
3. Form: Select "Custom Form."
4. Menu: Choose the menu where the form is located.
5. Window: Select the window within the menu.
6. Record Duplication Method: Choose "Set the constant record to duplicate."
7. Selected Record: Choose the record to duplicate.
8. Filters: Apply a filter to specify which records to duplicate.
9. Data Carry: Choose not to carry data.

Steps:

1. Alice Johnson is setting up a "Duplicate Record" event.
2. Enter the following details:
   • Title: Filtered Duplicate Animal Record
   • Description: Duplicate filtered animal records
   • Menu: Animal Management Records
   • Window: Animal Registration
3. Select Custom Form.
4. Choose Set the constant record to duplicate.
5. Select the record to duplicate.
6. Apply the filter:
   • Field: Species
   • Relation: equals
   • Value: Dog
7. Choose No Data Carry.
8. Save the configuration.

Outcome: The Duplicate Record event will duplicate the specified record based on the filter criteria with no data carry applied.

Configure Duplicate Record Event with Custom Form and Data Carry

To set up an event that duplicates records using a custom form with data carry:

1. Title: Enter a descriptive title for the event.
2. Description: Provide a description of the record duplication.
3. Form: Select "Custom Form."
4. Menu: Choose the menu where the form is located.
5. Window: Select the window within the menu.
6. Record Duplication Method: Choose "Set the constant record to duplicate."
7. Selected Record: Choose the record to duplicate.
8. Filters: Choose not to apply filters.
9. Data Carry: Choose to carry data from a specified node.

Steps:

1. Alice Johnson is setting up a "Duplicate Record" event.
2. Enter the following details:
   • Title: Data Carry Duplicate Animal Record
   • Description: Duplicate animal records with data carry
   • Menu: Animal Management Records
   • Window: Animal Registration
3. Select Custom Form.
4. Choose Set the constant record to duplicate.
5. Select the record to duplicate.
6. Choose to carry data from:
   • Node: Previous Process Node
7. Choose No Filters.
8. Save the configuration.

Outcome: The Duplicate Record event will duplicate the specified record with data carry from the previous process node and no filters applied.

Validate Duplicate Record Configuration

To ensure the "Duplicate Record" event is configured correctly:

1. Action: Review the configured details.

Expected Outcome:

• Alice Johnson should see the configured values for:
  • Title
  • Description
  • Form
  • Menu (if Custom Form)
  • Window (if Custom Form)
  • Record Duplication Method
  • Selected Record (if applicable)
  • Filters (if applicable)
  • Data Carry (if applicable)

Trigger Duplicate Record Event with Current Form

To trigger the Duplicate Record event using the current form:

1. Action: Ensure the trigger conditions are met (e.g., record selection).

Expected Outcome:

• The system should prompt the user to select and duplicate the record.

Trigger Duplicate Record Event with Custom Form and Set Constant Record

To trigger the Duplicate Record event using a custom form with a constant record:

1. Action: Ensure the trigger conditions are met (e.g., record selection).

Expected Outcome:

• The system should duplicate the selected record.

Validate Duplicated Record

To verify that the record was duplicated correctly:

1. Action: Check the record details.

Expected Outcome:

• The record should be duplicated in the system with the same details as the original.