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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a custom clone profile (legacy)

Clone profiles enable you to set up exclusions, preservers, and cleanup scripts for specific clone scenarios.

Before you begin

Role required: admin

About this task

If you leave the clone profile field empty when requesting a clone, the system uses the exclude tables, data preservers, and cleanup scripts configured under Instance Clone > Clone Definition.

Procedure

  1. Navigate to All > Instance Clone > Clone profiles.

  2. Select New.

  3. Fill in the form.

    For field information, see Clone options.

  4. Select Submit.

    If you create a data preserver, exclusion, or cleanup script, it isn't automatically added to your clone profiles.

  5. To add a preserver, exclusion, or cleanup script to a clone profile.

    1. Navigate to Additional actions > Configure > Form Layout.

    2. Add the preserver, exclusion, or cleanup script to the selected list.