Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Copy a Record

Follow the steps below to copy a record.

To copy a record (line):

  1. Open the application where you want to copy a particular record.
  2. Once you have opened the application screen, search for the record that you want to copy.
    You can use Query in the table window to search for it.
  3. When the selected record is displayed, select it and go to Line > Copy Record or click the Copy drop-down on the table window and select Copy Record. The other options in the Copy button are:
    OptionDescription
    Copy Data to Insert into Excel Use this option to copy the line to Microsoft Excel.
    Copy Data to Paste into New Record(s) Select this to copy the line into another parent record.
    Paste Data Select this if you just copied a line and want to paste it on the table window.
  4. Enter primary key(s) and any other information that you want to change.
  5. Click Save.