Please refer to "Copy a Record Using Record Rules" help article for current details on this workflow.
↓ -- prior instructions -- ↓
Here's a quick way on how to duplicate a record:
- Add a Connection Field to the Object that contains the records you want to duplicate. This will be a Connection to the SAME object.
- Add a new form to a view that is connected to your record -- we'll call it 'Copy Record'
- The Form will have no fields, we want to access the Form's Submit Rules
- Create a new record rule to insert a New Record connected to this Record, assign which fields you want to duplicate and set them to inherit the form value of the same field. Make sure you assign the 'Copied From' field to a unique field in your record so you know which record is the original.
Congratulations! You can now duplicate your fields