New Release Summary - 17th February 2020

The newest updates available on your platform are below. Click on the title of each Feature to read more. 

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Copy Records Options

If you often find yourself needing to fill out the same Record multiple times, an simple action will allow you to quickly Copy your Record. This will mean that for the selected Stages and Pages, the field values entered on that Stage or Page will be copied to the new record. 

This option is now available for both Single and Staged Databases, though the behavior will differ slightly between them. For both Database types, a range of features are supported:

• Select which Pages or Stages users can copy when they select the Copy Record action (you may want to remove some options)
• Give users the option to select which of those Pages or Stages they need to Copy.
• Exclude specific fields, so their values won't be copied across. This might be useful if there is information that will always need to be updated for each record, for example an End Date field. 

You can see an example of this process below.