Use the Save As form to copy an existing record's functionality to a new record with unique key parts. This form is pre-populated with the original record's key parts and creates default values for the new record's context.
The Save As and Specialize by toolbar tools are restricted to those users who hold the privilege @baseclass.ToolbarFull or @baseclass.ToolbarSaveAs.
Because the Save As form displays a subset of the fields and functionality found on Create form, only exceptions and special cases are outlined in this topic.
Open the record you want to copy and complete one of the following steps.
Although record availability cannot be set directly on the Save As form, it will be automatically cleared for your newly created record under the following scenarios:
To review a record's status and availability, open the record form in the work space and click the status or availability type in the form header.
Optional: To override the default work item that your application associates with this development change, press the Down Arrow key in the Work item to associate field, and then select a work item.
For more information about your default work item, see Setting your current work item.