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