Entity templates
The fastest way to create an entity that is similar to an existing one of the same type is to use the existing entity as a template. After creating an entity based on a template, you can make changes to the new entity to differentiate it from the original.
This feature is available by default for campaigns, projects, and jobs. However, you can configure it for other entity types.
To configure the template functionality for other entity types, you must:
-
Enable the Creation from templates option for the required entity type.
-
Configure the Creation component for templates on the desired page.
Then, you can optionally: