Forum Discussion

JenniMurray's avatar
JenniMurray
Qrew Cadet
5 years ago

Remove Copy this (record) option from the More Dropdown

Hi,

When you are viewing a record, is there a way to remove or disable the "Copy this [record name]" option from the More dropdown? I looked under the Role UI options, but don't see this setting.


The users can add and edit records, but we don't want them to duplicate any records. 

Thank you!


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Jenni Murray
Detroit, MI
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Branding and app management
  • PaoloViñas's avatar
    PaoloViñas
    Qrew Member
    5 years ago
    Hi,

    I also have the same problem. I hope that someone can help.

    Many thanks
    Paolo

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    Paolo Viñas
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      5 years ago
      If users have permission to create records then they will see the option to copy this record. However each individual field has a checkbox in its Field Properties as to whether that particular field should be copied when you use this method of copying our record.

      Copy the value when using "Copy this Record" to add a new Record

      So the solution really is to go through all the fields that you do not want copied and uncheck that box. That way the users can copy the record but in essence all they will end up with is an ADD record form with one none of the fields pre-filled in.

      So if you have a form with say 20 data entry fields it's pretty quick to right click on each field name and just edit that field property on each field one by one. If you have a form with 500 fields well then it's going to take a bit longer!

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      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      mark.shnier@gmail.com
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      • PaoloViñas's avatar
        PaoloViñas
        Qrew Member
        5 years ago
        Thank you Mark! This helps although I thought there is a way to completely remove the option. But thanks this will do.

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        Paolo Viñas
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