Copying Records

fylr allows you to copy records in multiple contexts, providing flexibility to duplicate data, create variations, or save temporary templates for reuse. Records can be copied from the search results context menu, within the sidebar, and from the full-screen editor.

How to Copy a Record

From Search Results:

  • Right-click on the record in the search results.

  • Select the desired copy option from the menu.

From the Sidebar:

  • Open the record in the sidebar (detail or editor).

  • Click the Copy button or context menu in the upper right corner and select the desired copy option.

From the Full-Screen Editor:

  • While editing a record in full-screen mode, access the Copy menu in the upper right corner.

  • Choose one of the three copy options to duplicate the record or create a template.

Copy Options

When copying a record, you can choose from three options, depending on your configuration and requirements. The actual records are only created after saving.

Copy with Reverse

This option is available depending on your configuration. It creates a copy of the record and all reverse linked records. All fields are duplicated exactly as they are, and the new record(s) can be edited independently of the original(s).

Copy without Reverse

Creates a direct copy of the selected record. All fields are duplicated exactly as they are, and the new record can be edited independently of the original. Reverse-linked records are not copied.

Copy as Adhoc Template

Creates a temporary template based on the record. The template is not saved permanently and can be used immediately when creating new or editing existing records. When a new adhoc template is created, any previous adhoc template is overwritten.

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