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.

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.