Copy a CSM Item

Use the CSM Item Managers to copy and paste existing CSM Items (example: Dashboard, Report, One-Steps 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.

To copy a CSM Item:

  1. Open a CSM Item Manager.
  2. Select a scope and subfolder (if needed).
  3. Click 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.
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