How to duplicate a table's structure without copying its records, to reuse for new processes

Duplicating a table means creating a copy of its fields and automations without bringing over any existing data — different from cloning, which copies structure and records together. In Jestor, this distinction avoids exposing data from an old process when reusing a template for a new client.

The problem with reusing tables that hold sensitive data

Reusing a table for a new client or similar process, without bringing over the previous process's data, used to require manually deleting records after copying everything — extra, risky work.

Duplicate: copies fields and automations, without the records.
Clone: copies the full structure, including existing records.
No data exposure: duplicating doesn't bring over sensitive information from other processes.
No extra manual work: eliminates the step of deleting records one by one.

Action	What gets copied
Duplicate	Fields and automations, without the records
Clone	Full structure, including existing records

How to duplicate or clone a table in Jestor

Open the table's three-dot menu: for the one you want to reuse.
Choose "duplicate": to bring over only the structure, no records.
Choose "clone": if you also want to bring over the existing data.
Rename the new table: for the new client or process.
Check the automations: they're copied along with the fields when duplicating.

How to configure it in Jestor: both options live in the table's three-dot menu; use "duplicate" whenever the goal is a clean template for a new client or process.

Why choose Jestor for agencies serving multiple clients?

The distinction between duplicate and clone addresses a real compliance risk: reusing structure without carrying sensitive data from one client into another's environment, without depending on someone remembering to delete records manually.

Frequently Asked Questions

What's the difference between duplicating and cloning a table? Duplicating copies only the structure; cloning copies structure and records together.

Are automations copied when duplicating a table? Yes, both fields and automations are copied when duplicating.

Where do I find the duplicate or clone option? Both options are available in the table's three-dot menu.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, reusing a template for a new client doesn't bring along any data that shouldn't be there.

Visit the official Jestor website and scale the efficiency of your operation.

How to create and share internal documents and ideas inside the management system

Jestor Docs is a full text editor built into the system, with heading, list, image, grid, and quote blocks, plus three permission levels per document. In Jestor, this removes the need for a separate text tool just to jot down an idea or document a process. The problem with documentation

How to train an AI agent with internal company documents and policies

Training an agent with documents means attaching files — a vacation policy, an HR manual — to an AI agent, so it can answer questions based on that content, even without a linked table. In Jestor, the same agent keeps context across follow-up questions in the same conversation. The problem with

How to create an internal AI chatbot to answer questions about a specific table

An internal chatbot linked to a table is a conversational agent set up in a few clicks, with a custom logo, colors, and tone of response, able to sum, filter, and list records from a specific table when asked. In Jestor, it's different from Builder AI: one queries

How to choose between pie or donut chart and customize colors, borders, and legends

Pie charts and donut charts represent exactly the same data — the difference is purely visual, with the donut leaving an empty space in the center. In Jestor, both formats are available with the same level of color, border, and legend customization. The problem with having only one circular chart format