Easily duplicate/copy or paste records between solutions | Feature Requests

Easily duplicate/copy or paste records between solutions

David Monahu

I would appreciate a feature that allows for easy duplication, copying, or pasting of records between different solutions. This would streamline the process of moving data and make it more efficient, especially when dealing with similar fields and structures.

Created by Jon Darbyshire

August 8, 2024

Jon Darbyshire

Great to hear your perspective, David Monahu! Following up on this:

Could you provide some examples of the types of records you frequently need to duplicate or move between solutions?
Are there specific solutions where you find this feature particularly necessary?
Would you find it useful to have an option to select multiple records for duplication or moving at once?

David Monahu

Jon Darbyshire Hi Jon, thanks for your reply. So I think this is particularly useful for anyone using a solution per client or similar setup. In response to your questions:

A record (could be a task or larger project) that might be applicable to one client, and then needs to be added to the another client solution. Duplicating would be useful here instead of re-creating
All my client solutions would benefit from this ability
Yes definitely

I understand there are considerations for matching fields in destinations etc for a feature like this. With a mapping step in between it would be .very useful addition.