Copy a CSM Item

Use the CSM Item Managers to copy and paste existing CSM Items (example: Dashboard, Report, One-Step Actions etc.) to use as a starting point or a template for another CSM Item.

Good to know:

  • A copied item retains the same dependencies as its original. Be sure to find dependencies before editing the item's copy.
  • A copied item is named Copy of... by default. Rename copied items to avoid confusion between the original and the copied item.

  • Managers look and behave differently in the Browser Client. For more information, refer to the Browser Client documentation.

Editing an item, making changes and selecting Save As copies and edits an item in one action.

To copy a CSM Item:

  1. Open a CSM Item Manager.
  2. Select a scope and subfolder (if needed).
  3. Select the CSM Item to copy, and then select one of the following:
    • In the CSM Item Manager window, right-click > Copy.
    • From the CSM Item Manager menu bar, select Edit > Copy.
  4. Paste the item using one of the following:
    • In the CSM Item Manager window, right-click > Paste.
    • From the CSM Item Manager menu bar, select Edit > Paste.
  5. (Optional but recommended) Rename the copied item.
Alternatively, in the CSM Item Manager window, right-click > Edit, and then select Save As when you have made changes and want to save your edited copy.