Performing a "Save As" Operation

It is often useful to be able to duplicate a layout in a different area, project or role, or to simply save one layout type as a different type. For example, after composing an add layout, you may want to save it as an edit layout. This operation is easily accomplished by just opening up the layout you want to copy, clicking on the button to the right of the layout description then changing the Business Area, Project, Type or User Role. You may also change the Title and Description.

Once you have done this, simply save the layout.

Note that if you are changing an add or edit layout to a report style of layout, any field whose data dictionary entry for the attribute of Select for Reports is equal to No will be removed, as these are not supported on report layouts. Similarly, any embedded layout whose usage is not set to equal Report, will be removed.