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.
Note: Editing an item, making changes and selecting
Save As copies and edits an item in one action.
To copy a CSM Item:
- Open a CSM Item Manager.
- Select a scope and subfolder (if needed).
- Select the
CSM
Item to copy, and then select one of the following:
- In the CSM Item Manager window, .
- From the CSM Item Manager menu bar, select .
- Paste the item using one of the following:
- In the CSM Item Manager window, .
- From the CSM Item Manager menu bar, select .
- (Optional but recommended) Rename the copied item.
Note: Alternatively, in the
CSM Item Manager window,
,
and then select
Save As when you have made changes and want to
save your edited copy.