Overview

You can make copies of all Universal Controller records, including Universal Templates, using the standard method for Copying a Record: selecting Insert on the Action menu.

However, you also can use the Copy action on the Universal Template Action menu or the Copy button in the Universal Template Details.

Copying a Universal Template will copy the following:

Universal Template record.
Universal Template Field records for the Universal Template parent record.
Universal Template Field Choice records for the Choice type Universal Template Field parent records.

Copying One or More Universal Templates from a Universal Templates List

Step 1	From the Administration navigation pane, select Configuration> Universal Templates to display the Universal Templates list.
Step 2	Locate the Universal Template(s) you want to copy (see Filtering).
Step 3	Copy the Universal Template(s): Copy One Universal Template Right-click the Universal Template Name. On the Action menu, select Copy. A Copy Universal Template pop-up dialog displays. Enter a new name for the Universal Template. Click Submit to create a copy of the Universal Template. Copy Multiple Universal Templates Ctrl-Click the Universal Templates you want to copy. Right-click any of the selected Universal Templates. On the Action menu, select Copy. On the Confirmation pop-up that displays, click OK. The copied Universal Templates are added to the list, with - Copy added as a suffix to the Universal Template Name for each Universal Template. If a Universal Template with that - Copy name already exists, another copy is not created.

Copying a Universal Template from the Universal Template Details

Step 1	Select a Universal Template from the Universal Template list. The Universal Template Details for that Universal Template displays.
Step 2	Either: Click the Copy button. Right-click the Details to display the Action menu, and then click Copy. A Copy Universal Template pop-up dialog displays.
Step 3	Enter a new name for the Universal Template.
Step 4	Click Submit to create a copy of the Universal Template.

Copy Permissions

To copy a Universal Template, you must have either the ops_admin or ops_universal_template_admin role.

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