Copy an Item

Copy a pre-existing Item to create an identical version of that Item in a Draft Status.

Two Line OfieCAUTION: Copying an Item cannot be undone.

If you're working on the same Item in a bunch of different Locations or were simply inspired to implement an Item from another Location into your own Location, you can quickly copy it.

At a glance: 

  • The copy feature is available under the Actions button of each Item.
  • Making a copy of an Item will produce an identical Item that is in the Draft status.
  • By default, you will be made the Author or Facilitator of the copied Item depending on the Team Type.
  • Additionally, you have the option of converting your newly copied Item into a different Template Type, if necessary.

Who can copy an Item?

To copy an Item, you must:

  • Have permission to access the Item
  • Have permission to create a new Item of that Template Type

What information will be copied?

  • The title
  • The parent Item (if there is one)
  • The information in any of its Fields
  • Any attached Files
  • Any Links
  • The "private" status
  • OPTIONAL: You also have the option of copying all of its nested items.
    • The copies of the nested Items will all be in the "New" status, with the copier entered as their Author or Facilitator.
    • Only the first 100 nested items will be copied.

Two Line OfiePRO TIP: You can choose to convert the newly copied Item into a different Template Type.

How do I copy an Item?

Open the Item you wish to copy, then:

  • Select the Actions button in the top right corner of the page.
  • In the resulting drop-down menu, select Copy.
  • In the resulting Copy window:
    • Enter the name of the new copy in the “Name” field
    • (**Optional**) Check the box next to “Copy nested items” to also copy the items nested under this Improvement
      • NOTE: Only the first 100 nested items will be copied.
    • Choose how many levels of nested items you want to copy:
      • One Level will only copy the items that are directly nested under this Item.
      • All Levels will copy all nested items -- those directly nested under this Item, any Items nested under those Items, and so on.
    • Choose whether you want to copy all types of nested items or not
        • Selecting “Yes” will copy any Items nested under this Item.
        • Selecting “No” will give you the option to choose which types of Items will be copied.
    • Check the box next to “I understand this cannot be undone”.
    • Select Copy to copy the Item.
    • Select Copy and Convert to copy the Item and then convert the new copy into a different Template Type.
      • See Convert an Item for additional information on the converting process.