Duplicate Option for Templates, Triggers, Surcharges, etc.

41 Votes In Dev
Alece
Aug 31, 2023 3:09 PM
Member for 6 years 362 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 Alum Member for 4 years 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 Alum Member for 4 years 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
Member for 2 years 15 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
Member for 6 years 362 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 Member for 4 years 723 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 Member for 4 years 723 posts

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

Alece
Jun 13, 2025 4:16 PM
Member for 6 years 362 posts

Great news, Bri! Thank you for this update!

Bri
Sep 25, 2025 9:36 AM
OR Team Member Member for 4 years 723 posts

Duplication of surcharges and discounts is now available!

https://www.ownerrez.com/support/articles/copy-existing-surcharges

https://www.ownerrez.com/support/articles/copy-existing-discounts 

I'll leave this request marked as Planned since we've not tackled Template and Trigger duplication yet.

 

Alece
Sep 25, 2025 11:56 AM
Member for 6 years 362 posts
🙌🏼🙌🏼🙌🏼 Yay for being halfway there!!! Thanks, Bri!
Elliot H
Mar 19, 2026 5:06 PM
Member for 7 months 42 posts

Drives me bonkers that I can "copy" one of OR's pre-built (and not very helpful) triggers, but none of my pre-builts. Can't wait to get this!

Cody
Mar 30, 2026 4:51 PM
Member for 2 years 15 posts

Can you please tell us when this is going to be done?

It's been requested for years and it seems like it's not being implemented out of spite at this point since Discounts and Surcharges were added.

You are supposed to be the automation PMS.

Bri
Apr 1, 2026 8:56 AM
OR Team Member Member for 4 years 723 posts

We're always hard at work behind the scenes! Copying Templates is available, and copying Triggers is in development at this time. 

Alece
Apr 1, 2026 9:25 AM
Member for 6 years 362 posts

All the praise hands! 🙌🏼 🙌🏼 🙌🏼 🙌🏼