As an administrator, you can copy order tag defaults associated with specific profiles, account, and users. Using the More | Order Tag Defaults tab in Setup, you can:
Tip: To copy a single exchange field, enable the Selected Only option in the Apply any changes to setting and select the order tag default in the data grid. When one or more specific rows with the same key fields are selected in the data grid, only the exchange fields for those rows are displayed. The default setting is All associated and all exchange fields are shown for the order tag default(s) selected in the data grid.
To copy order tag default:
Click More | Order Tag Defaults and select an order tag default in the data grid.
Filter the other key fields as needed.
In the Order Tag Defaults sections, select the profile, account, and/or user key fields for the new order tag default.
Tip: A new profile can be added by clicking "ADD NEW" when selecting a profile.
The exchange fields for the order tag default are copied in the data grid.
To bulk copy order tag defaults:
Configure the following:
The results are displayed at the bottom of the screen.
Note: Setup will display an error message if you try to create duplicate order tag defaults.
The copied order tag defaults appear in the data grid.