Save a copy with select references

You can create a component by saving a copy of one that already exists. If you want to choose which references to save from the original component and add to the new copy, you can use the Save as a copy... option. This options lets you select whether the new copy maintains all, some, or no content referenced from the original component.

Tips and tricks

By default, the Component Name is set to be the same as the original component.

  • After the copy is created in the Components browser, you can use the Rename option to enter a new unique name using 100 characters or less.
  • You can also add a Label which creates a Component Name of Component Name_Label.

The Save as a copy option does not maintain relationships between the original component and the copy. If you need that feature, use the Save as a branch option.

Whenever you save a component in any way, Inspire ensures content that is read from Right-to-Left displays correctly in Oxygen.

For the topic's language, Inspire sets the Reading property in these cases:
  • If it doesn't exist yet
  • Only if the language Reading property is rtl (Right-to-Left)
  • For example: <concept id="concept_guid" xml:lang="ar-Ar" dir="rtl">
  • If the language Reading property is ltr (Left-to-Right), Inspire makes no changes.

Other ways to save a copy of a component:

  • Quickly save a copy with all references. You can quickly save a copy and all of its references and permissions using the Save as... option. For more information, read Save a copy with all references.
  • Save as... a branched component. If you want to choose which references are included and you want to maintain relationships with the copy, you can choose to use the Save as a branch option. For more information, read Create a component branch.
  • Use Save as... outside the Components browser. If you are working in other parts of Inspire, you can also access the Save as... option while doing these tasks:

Save a copy of a component with select references:

  1. From the top menu, click Components.
  2. In the Folders pane, navigate to the folder where you've saved the component.
  3. In the Components pane, find the component you want to create a copy of.
  4. In the list, to select the row, click it.
  5. Right-click the row, select Save, and then select Save as a copy.
    You can also click the Options menu, select Save, and then select Save as a copy.
  6. On the Save as copy screen, in the Target Folder list, select the folder where you want to store the new component.

    By default, the target folder is the same folder where the original component is stored.

  7. Optionally, to append a keyword or phrase to copy's name, in Label, enter your text.
  8. Optionally, to keep all the same references in the copy that exist in the source, click Create.

    Results:

    You see a message that the copy is being created.

    After you see a notification that the process completes:

    • You see a copy of the original component with the same Component Name as the original.

    You are finished with the steps in this topic.

  9. On the Save as copy screen, to select a customized list of references in the List or Hierarchy view, select Show referenced components.

  10. In the Referenced components dropdown menu, the All referenced components option is selected by default. You can change this to any of the following:

    In the Referenced components menu, if you chose anything other than No referenced components, you'll see a list of references.
  11. By default, you see references in a hierarchical view. If you want to work in this view, do any of the following:
    1. Only the source component is selected. To keep all references in the copy, select its checkbox. To choose all components at once, select the checkbox in the column heading.
      You can't clear the checkbox for the source component. If you don't want to save references in the original component, click Cancel, find the source component you want to use, and then select Save as a copy again.
    2. To help you find a reference, use the expand and collapse buttons:
      • To expand all parent topics, click
      • To collapse all parent topics, click
      • To expand one parent topic, click
      • To collapse one parent topic
  12. If you want to work with references in a list instead of a hierarchy, select List View, and then do any of the following:
    1. To keep all references in the copy, select its checkbox.
      You can't clear the checkbox for the source component. If you don't want to save a copy of the source component, click Cancel, find the source component you want to use, and then select Save as a copy again
    2. To help you find a reference, if you know the name, you can search the Name column. In Search, enter text and press Enter.
    3. Another way to find a reference is to change which columns are displayed. Place your cursor next to the name of any column and click the down arrow. Select any of the following options:

    4. To sort the list of components to find a reference, next to the column name that you want to sort by, click the down arrow and select Sort Ascending or Sort Descending.
  13. Select the checkbox for each reference you want to include in the new copy.
  14. Choose where to save the copies:
    • If you want to create copies of all selected components (source and reference) in the Target Folder, do not select the Keep folder structure option.

      For example:

    • If you want to create the copies of all selected components (source and reference) in their current folders, select the Keep folder structure option.

      For example:

  15. Optionally, to save the list of references to a CSV file:
    1. Click Save as CSV.

      By default:

      • The components are listed in the CSV in the following order:
        • By Sequence ID
        • This means you see the components listed in CSV in the same order as in Hierarchical view.
      • The CSV file contains the components based on the filters you select.
    2. On the Convert time confirmation screen, select Yes or No.

      Result: You see a notification telling you the name of the file that was downloaded to your computer.
      The CSV file name uses the following format: ComponentReferences_MM-DD-YYYY-HH-MM-SS-Millisecond.csv
  16. Click Create.

    You see a message that the copy is being created.

    After you see a notification that the process completes:

    • You see a copy of the original component with the same Component Name as the original.
    • You can use the Options menu, select Actions, and then select Rename and enter a new unique name using 100 characters or less.