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Copying a rule or data instance

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 intelligently defaults values for the new record's context. All fields on the form are editable so you can customize how the copy is created.

Note: 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. For general definitions and instruction on how to define a record's configuration and context, see Creating a rule or data type.

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