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How to clone a record on the web app
How to clone a record on the web app

Duplicate a single or multiple records using the web application

Charlotte Cannon avatar
Written by Charlotte Cannon
Updated over a year ago

Uploading new equipment to Papertrail can be time consuming, but if you have multiple pieces of the same equipment, you can clone (duplicate) a record as many times as you like to speed up the process.

Please note - it is not advisable to copy unique data such as serial numbers or identifiers to more than one record. Leave this field blank before cloning the record.

Video

Step by Step

Find an existing record that you want to clone. Click into the record to display the record details box.

Now click on the Actions button in the top left corner and select Clone Record from the dropdown menu.

You can also clone more than one record at a time (or even a whole page full of items) by selecting them using the tick box. Click on the dropdown arrow next to Add X inspections and then clicking Clone.

Enter the number of duplicates you want of that record. Finish by clicking Clone.

This will produce the specified number of cloned records. You will notice that there will be a number displayed in the name of the cloned records so you can identify easily which records are cloned. You will need to update the name accordingly.

You can now update each cloned records with any unique information e.g. serials, identifiers, RFID numbers and barcodes.

Follow-on actions

After the records have been cloned, a confirmation dialogue will be displayed.

This confirms the records have been cloned and allows the user to carry out a follow-on action, such as creating a report, adding identifiers or editing the new records.

Click Close if no further actions are needed.

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Still can't find the answer you need? We'd love to help!
Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 719270 or at support@papertrail.io

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