Clone an Obligation

The Clone an Obligation action is available from the dropdown menu next to the

Create an Obligation

button (downward arrow icon).

This function creates a copy of the selected obligation from the list of objects.

• After clicking the Clone an Obligation option, a new obligation object is prepared and opened in edit mode.

• The cloned obligation is not saved until the

  OK

  button is pressed.

Field Behavior When Cloning an Obligation

When an obligation is cloned, most fields are copied from the original record. Certain fields are refreshed or cleared to prevent transferring data that must remain unique or context-specific:

• Created By field → set to the current user.

• Created Date field → set to the current date and time.

• Data from other tabs (Payments, Documents) → cleared.