Duplicate a unit or folder, with or without its records
Copy the structure of a unit or a folder, with its fields, groups, views and permissions, in one step, and choose whether to copy the records too.
This feature may not be turned on for your account yet. Contact support to turn it on.
Before you start · for ownersThe permission to create units
- You need: The permission to create units
Steps
What’s copied?
Shared or independent fields
By default, the copy shares the same field definitions as the original, so an option you add once shows in both units. The records stay separate. See Share a field across several units, or copy it to them.
These are always copied as independent fields: system fields, the serial number (each unit has its own counter), and every field that points to another one, such as lookup, rollup, calculation and catalog fields.
Relations
Duplicating a single unit doesn’t create any relation, because a relation needs two sides. Duplicate the whole folder so the relations between its units are rebuilt. Lookup and rollup fields that depend on a relation that wasn’t copied show in the warnings.
Copying records
Only the records you can see are copied. They keep their original creation date, and their files are copied as new files. The copy’s duplicate rule may refuse some rows, and those show in the warnings.
Unit names and field labels don’t change. If the original unit is deactivated, the copy is deactivated too.
If something goes wrong
A real example
The company opened a Jeddah branch and wants the same system as in Riyadh.
- They duplicated the whole “Operations” folder, without records.
- They kept the fields shared, so the status options stay the same in both branches.
The Jeddah branch was ready in minutes, with its contracts and visits linked just as in Riyadh.