How to clone a custom field

When you set up custom fields, you may want to create the same field for different kinds of objects. Using the steps below, you can copy a custom field's configuration to a different object without having to enter all the details again.

This process doesn't copy the values from existing records to other records, it only clones the field itself. This is useful when you later want to map fields from leads or opportunities to other records.

To duplicate an existing custom field:

  1. Click the profile menu and go to the System Settings > Custom Fields page.
  2. Select the tab for the object that contains the field you'd like to duplicate.
  3. Click the Copy Custom Field icon next to the field you want to copy.
  4. Select the field group to which you would like to copy the custom field.
  5. If you'd like to use a different name for the new field, edit the name.
  6. Click Copy Custom Field.

The duplicated custom field will now appear when creating or editing a new record.

When you set up custom fields, you may want to create the same field for different kinds of objects. Using the steps below, you can copy a custom field's configuration to a different object without having to enter all the details again.

This process doesn't copy the values from existing records to other records, it only clones the field itself. This is useful when you later want to map fields from leads or opportunities to other records.

To duplicate an existing custom field:

  1. Click the profile menu and go to the System Settings > Objects and Fields page.
    Create_Page_Layout_1.png
  2. Select the object that contains the field you'd like to duplicate.
    screenshot-crm.insightlynext.com-2018-04-03-07-45-32.png
  3. Click Object Fields.
    Clone_custom_field_1.png
  4. Click the three dots next to the field you want to clone and select Clone this Field.
    screenshot-crm.insightlynext.com-2018-04-03-11-49-59.png
  5. Choose the object you want to copy the custom field to. Click Next.
    screenshot-crm.insightlynext.com-2018-04-03-11-51-59.png
  6. Fill out the Field Details. You will need to create a unique field name for the clone. For example, you might change Type_of_Car_Opportunities to Type_of_Car_Projects.
  7. Click Save Custom Field
    screenshot-crm.insightlynext.com-2018-04-03-11-53-09.png
  8. A confirmation message will appear to let you know your clone was successful.
    screenshot-crm.insightlynext.com-2018-04-03-11-54-25.png

The duplicated custom field will now appear when creating or editing a new record.

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