Cloning linesheets and custom lists

When building Linesheets and Custom Lists, you can clone previously built ones, so you don't have to start from scratch. Also, cloning a Custom List that you didn't create allows you to edit and send the list.

Linesheets

From the left navigation menu, go to Linesheets. Select the ellipsis menu in the upper-right corner and choose to either Clone as Custom List or Clone as Linesheet.

Clone a Linesheet option 1.

You can also open a Linesheet, select the kebab menu in the upper-right corner, and then choose to either Clone as Custom List or Clone as Linesheet.

Clone a Linesheet option 2.

Custom lists

From the left navigation menu, go to Custom Lists. Use the ellipsis menu to the right of a list to select Clone as Custom List.

Clone a Custom List option 1.

You can also open a Custom List and select Clone as Custom List.

Clone a Custom List option 2.

Note: If you didn't create the list, you'll see the following message in the upper-left corner: This is a shared custom list created by another user. You don't have permissions to make changes. To edit, duplicate the list.

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