As you continue building cards, you'll want to understand the differences among a few critical options in your card options menu. Whether you need to move, copy, or save a new copy of a card, you'll need to know when each option should or should not be used.
Move
If you want to move a card to
another page or subpage, select the Move/Copy option. For example, you might
want to move a card from your Overview page to a Sales page you just
created.
Another example: Let's
say you’re developing a card and going through an approval process as part
of the card building workflow of your organization. You might want to first
create a card on your personal page, then move it to an evaluation page for manager
approval, and then later move it to the main department page after it gets
validated by your manager.
Copy
You can have
multiple copies of the same card on any number of pages or subpages.
But it is important to establish a distinction between a Copy of a card and a card created
using the Save As option.
A copied card retains any changes
made to that card on any of the pages where it resides. Unless a card is
locked, any changes made to the copied card will impact the card across all of
its locations. The copy feature is helpful when you've finished
and approved cards that are shared across multiple pages in an organization.
A card created through the Save
As option will
not inherit changes made to the original card from which it was created.
Save As
The Save
As option allows
you to create a duplicate of the card, with you as the owner. Cards created
through Save As will still be updated according to changes
made to the DataSet powering the card, but they will not reflect any
changes made to the original card after a duplicate is created. Changes made to
the duplicate card you created also have no impact on the original.
This feature is helpful if
you want to modify a card to answer a different business question than the
original question