Duplicate Option for Templates, Triggers, Surcharges, etc.

Status: Planned 34 Votes
Alece
Aug 31, 2023 3:09 PM
Joined Jan, 2020 227 posts

Please add a Duplicate option to things like Templates, Triggers, Surcharges, Discounts, etc. At times we need to replicate something and only make small changes to it -- and we have to build it from the ground up because there's no option to Duplicate an existing one. A simple Duplicate option would be such an enormous help!

Caleb M
Aug 13, 2024 11:51 AM
OR Team Member Joined Mar, 2022 174 posts

[Another topic was closed as a duplicate of this topic (Ability to duplicate a trigger, or save-as another trigger.)]

Caleb M
Aug 13, 2024 11:52 AM
OR Team Member Joined Mar, 2022 174 posts

[Another topic was closed as a duplicate of this topic (Having a Duplicate Feature for Triggers and Templates)]

Cody
Oct 29, 2024 1:49 PM
Joined Jul, 2023 13 posts

Any movement on this for Triggers? It seems like it could be easily added and has significant value add since this is supposed to be a high automation PMS.

Alece
Jun 13, 2025 2:14 PM
Joined Jan, 2020 227 posts

Because of GVR's requirement for surcharges and discounts to not include position numbers, I am needing to manually duplicate all of my existing surcharges/discounts to make modified versions just for GVR. This is so exceedingly cumbersome, time-consuming, and prone to error since it has to be done 100% manually. PLEASE add the ability to duplicate existing surcharges and discounts!! 

Bri
Jun 13, 2025 4:06 PM
OR Team Member Joined Mar, 2022 285 posts

[Another topic was closed as a duplicate of this topic (Adding a duplicate or copy button for templates, custom definitions, etc.)]

Bri
Jun 13, 2025 4:09 PM
OR Team Member Joined Mar, 2022 285 posts

The ability to duplicate Surcharges and Discounts will go into development very soon!

Alece
Jun 13, 2025 4:16 PM
Joined Jan, 2020 227 posts

Great news, Bri! Thank you for this update!