“Make Copy” action is useless for transactions… It copies everything from the original to the new record…even hidden fields you don’t see on the form. Do you know, is there any option/setup for fields like “Skip when Make Copy record”?

No I don’t believe this is possible. I usually have to setup a workflow to clear a whole list of fields on. Create. Also I agree, I feel the Make Copy function is more trouble than help. I’ve never seen a use case where someone legitimately copied a transaction without changing 60% - 80% of the new record

Agree, the only way is creating Workflow triggered on Copy event…null-ing all custom fields … if you know what should be cleared 🙂 I had one, now two … no it is too much dangerous