Clone Plan#

Plan.Clone

Overview#

This operation is used to clone an existing Plan into a new Plan with a different name and identical characteristics.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

• The Plan exists in the system.

Sequence of Steps#

The Clone Plan wizard can be called from the Plan page within the Business Data Group. The default values will be taken from the current Plan to be used as a base for the new object.

Step 1: General Data#

1. On the left side panel, add as many rows as desired (each row represents a new Plan to be created based on the currently selected Plan) by selecting and specifying the property values for each new instance to be created. You can also provide a Name for each of the new instances, however if a Name Generator is configured for the Entity Type, a new name will be automatically generated.
2. Optionally, enter a comment for the operation.
3. Press Clone to complete the transaction and a new object will be created.