Clone a Field Display Policy

1. Login as provider administrator or higher.
2. Choose the desired hierarchy.
3. Choose Customizations > Field Display Policies to show the list of existing Field Display Policies.
4. Click on the field display policy that you want to clone.
5. Choose Actions > Clone.
6. Update the necessary fields for the cloned Field Display Policy. Refer to “Rules When Creating a Field Display Policy” for more information.
7. Click Save.

The cloned Field Display Policy is available to be applied to the item by selecting it in a Menu Layout that is available to a Role.