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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.

Mike Meesseman avatar
Written by Mike Meesseman
Updated this week

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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