Copy Map

It's tedious to have to enter the same information over and over again. The Copy Map function in the Admin Tool makes this less of a pain by allowing you to set what information copies over from record to record.

Requirements

Make sure that you have the Centerbase Admin Tool downloaded to your computer. The download is available here.

Changing the Copy Map Settings

To get to the Copy Map settings, go into the Admin Tool, navigate to the Admin tab, and select Copy Map.

This will bring up the Copy Map dialog, which is where you'll be able to set what information copies between records.

Copy Map Items:

1. Source Field: what Item type the information is being copied from.

2. Target Field: what Item type the information will be copied to.

3. Source Field List*: This is a list of all of the fields that are available on the Source Item type. As long as the Target Item type has a field that is the same type as the Source field, you'll be able to copy over the information. For example, it's possible to copy the information in a date field to another date field, but it isn't possible to copy that information into an address field.

4. Target Field List*: The fields in this list are where the information from the Source field in the same row is going to be copied to. If the field is blank, then no information will be copied over. To add a field to this list, find the field you want to be copied over and click in the blank space next to it. That will bring up a dropdown of the available Target Item type fields.

*Please note that the Target Field must be the same field type as the Source Field

Using the Copy Map in Centerbase

Once you're on a specific record, there are two ways to use the Copy Map functionality.

1. The Copy To Button

One way to use the Copy Map is with the Copy To button. Simply navigate to any specific item, click the Copy To button, and select the Item type you want to Copy to. That will pull over any information based on what's set up in the Copy Map settings.

2. The New Button

The other way is to click the "New" button on any of the record's Item Tabs. Doing so will create a new item of that type and pull over information based on what's configured in the Copy Map settings.

NOTE: Creating an object from the blue plus mark in the upper right hand corner will NOT use the copy map. The copy map can only be used using the "Copy To" function or on the item itself.