Copying a record to create new

Answered

Torch Locklear

• August 27, 2018 12:47

Good morning,

I'm back. :)

In DSP Monitor, we can use an existing User to copy and create a new one.  Is there a way that I can set up my webapp so that users can use an existing record to copy, including all existing details, except the key fields, so that they can use this as a template, then change the relevant details?

Thank you,

Torch

1

• Best answer

  

  Michael Lambert

  • August 28, 2018 14:35
  • Edited

  With that said, if the process were to be modeled after the copy user action from Security, then there would need to be a toolbar button set up on your main data entry page that, when clicked, would open in a vertical view that could prepopulate fields from a selected record with the exceptions of your keys.

  To accomplish this, an event on the webpage would need to be added. When the toolbar button is clicked, a stored procedure business rule would run which would insert data from the selected record into the fields on the vertical view. Then, when the vertical view is saved, it would insert the new data into your web page.

  Hope this helps!

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  Michael Lambert

  • August 27, 2018 19:43

  Where in dspMonitor can you create a new user by copying an existing user? As far as I know, you can do this from Admin > Security > Users or from within dspCompose via Configuration > Users.

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  Torch Locklear

  • August 28, 2018 12:42

  That's exactly right, Michael.  From Admin>Security>Users

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  Torch Locklear

  • August 28, 2018 16:46

  Thank you, Michael

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