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Duplicating a Layout

Information on how to Duplicate a Layout in Type Manager in Contract Logix

Eric Reinert avatar
Written by Eric Reinert
Updated over 4 months ago

For new Record Types which feature similar layouts to existing ones, it will be faster to duplicate an existing type/layout than to design it from scratch. This helps save time and minimize inconsistencies from Type to Type. The Duplicate Type feature is available for the following Object/Record Types: Contracts, Assignment, Contact, Organization, Document, Request, and Custom Objects. The steps to Duplicate Type are as follows:

  1. Select from the Application Settings menu.

  2. Use the Object Type drop-down to select the type you wish to duplicate.

  3. Select the Type (layout) you wish to duplicate.

  4. Click at the top.

  5. In the Enter New Type Name pop-up window, enter the name of the duplicate record. NOTE: It cannot have the same name as the record type being duplicated.

  6. Click .

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