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Copy an Item

  • Updated:

This article will show you how to copy an Agenda Item.

 

 

Instructions

  1. Sign in to your solution if you have not already
  2. Navigate to the Meetings module
    The left-hand navigation menu with the Meetings module highlighted.
  3. Select the agenda that currently holds the item you wish to move
    An example agenda tile in the Meetings module.
  4. Select the desired agenda item
    An example Individual Reports agenda item under the Roll Call section.
  5. Navigate to the Actions menu and select the Copy option from the dropdown list
    The Actions menu with the Copy option highlighted.
  6. Configure the options for the copied item
    The Copy modal information fields.
    • Select Agenda (required): Choose an agenda for the copied item to appear on
    • Select Meeting Type (required if an agenda is not selected): Select the meeting type you wish for the copied item to apply to, if you have not selected a specific agenda
      Note: This field will disappear if an agenda has been selected.
    • Select Creator (required): Choose a creator for the copied item
    • Content to Copy: Choose content that will be duplicated in the copied item (selections will appear in white, while unselected options will appear in gray)
      • Fields: Copy the existing item's fields over to the copied item
      • Files: Copy the existing item's files over to the copied item
      • Approvals: Copy the existing item's approvals over to the copied item
    • Copy Options: Choose copy settings for the item (selections will appear in white, while unselected options will appear in gray)
      • Keep Current Item ID (identifier): Use the existing item's Item ID for the copied item
      • Regenerate Item Reports: Regenerate the existing item's item reports for the copied item
      • Update the Item Layout: Update the existing item's item layout for the copied item
    • Item (required): Rename the item, if desired
    • Item Category (required): Change the Item Category if desired
      Note: If the selected Item's current Item Category is available on the destination Meeting Type, that Item Category will be shown as the default selection; if the current Item Category is not available on the destination Meeting Type, the Item Category dropdown will be blank.
    • Copy To (not pictured): Choose a section or item within your selected agenda to place the copied item under
      Note: This field will only appear if an agenda has been selected.
  7. Click the Copy Items button
    The green, rectangular Copy Items button in the lower-right corner of the Copy modal.
  8. The copied item will now appear in its selected agenda and section

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