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Duplicating a Record in the iOS App

Save time in the field by duplicating existing record data or location settings directly from your mobile device.

Written by Mike Meesseman
Updated over 3 weeks ago

How to Duplicate a Record

Follow these steps to create a copy of a record within the iOS app:

  1. Locate the Record: Open the app and navigate to the list view of your desired app.

  2. Swipe to Reveal Options: Swipe left on the record you wish to copy.

    Options while duplicating the records
  3. Select More: Tap the More button that appears.

  4. Choose Duplicate: Select Duplicate from the menu.

    duplicating record option
  5. Select Duplication Type: Choose one of the following three options based on your needs:

    • Duplicate Record & Location: Copies all entered data values and the GPS coordinates.

    • Duplicate Record Only: Copies all entered data values but allows you to set a new location.

    • Duplicate Location Only: Clears all data fields but retains the geographic coordinates.

      Options while duplicating a record


      Notes

      • Media Handling: The duplication process does not copy photos, videos, or audio files. You must manually capture or upload media to the new record after it is created.

      • Connectivity: Ensure your device has synced if you are duplicating records recently uploaded by other team members.

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