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Advantage Help > Import, Export > Copy record to clipboard using a template file.

Copying a Record to the Clipboard Using a Template File

This part describes the "Copy Record to Clipboard Using Template" command, which merges field data from the current record into a plain-text template and places the result on the Windows Clipboard. It outlines how to create the template, insert field keywords, save it, and then paste the output into applications like Notepad, Word, or any other software.

The Copy Record To Clipboard Using Template function copies the current record to Windows Clipboard using a template text file.

The function is accessible from the Record form or the Grid popup menus.

Select the Copy Record To Clipboard From Template command from the popup menu, it opens the Select Template File dialog box.

The Select Template File dialog box displays the content of the C:\organizer-advantage\export-import\ folder. Select the previously created template file and click Open. Or, type a file name in the File Name edit box (example: copy-to-clipboard.txt) and click Open. It opens the Copy Record To Clipboard window.

In the Template File dialog box you can: 1) verify the loaded template file and execute the copy function. 2) create/modify a template, save it, and execute the copy to clipboard function.

How to create a template?

Select the Copy Record To Clipboard From Template command.

Enter your template file name with txt extension into the File Name box (1). Click Open (2).

Select the field in the Data Fields box (1). Click Include Field or Include Field With Label (2) to include the field in the template (3). You can edit the template and enter text or new line characters. Include more data fields. Click Save & Copy (4) to save all changes into the template file and review how the record copies into the clipboard. Click Copy (5) to copy the record to Windows Clipboard.

Review the result.

After you use the Copy command you can switch to Windows Notepad, or MS Word, or any other application and use the Paste command.

Paste the clipboard content into Notepad.

Paste the clipboard content into MS Word.

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