Export Print
  • Email

Initial Setup

Initial Setup (Version 12 or higher):

By default, cloning is not enabled for any CRM entity. To enable Cloning for any entity, follow the below steps:

1.       Browse to Settings >> Record Clone Setting

2.       Click New and fill-in the details for the entity that needs cloning functionality.

Record Clone configuration settings:

 

Field

Comments

Eg Setting value

1

Entity

Select the entity for which Cloning button should be shown

Account

2

Clone Identifier (optional)

Select the text field which would have the prefix [Clone]. This is optional.

Account Name

3

Clone Confirmation

Check the box, if you would like to have a confirmation pop-up message when clone button is clicked.

Unchecked

4

Clone Multiple Records (Single Clone only)

Check the box, if you would like to have ability to select multiple records and clone them together

Checked

5

Open Clone Record (Single Clone only)

Check the box, if you would like to auto open the form with the cloned record (after clone button is clicked)

Checked

6

Parent ID (optional)

If you want to store the reference of the cloned record, then select the field. Here you can create a custom lookup to the same entity eg. To store source account when cloning account…you can create a 1…N relationship field to Account called as “Source Account” and have that selected here. If you select a text field, then GUID is stored.

Custom field: Source Account

7

Reset Owner

When record is cloned, the owner of the new record is the logged in user if “Reset Owner” is checked. Otherwise the record-owner remains the same

Checked

8

Reset Record Status (Active Record Only)

 

Checked

9

Excluded Fields

To exclude any fields from getting cloned, select those fields.

 

10

Apply Exclusion under relationship

The exclusion rule will apply even when cloning related entity

Checked

11

1…N Relationship

Select the related entities that you would like to clone

Eg cloning opportunity products when cloning opportunity

12

N…N Relationship

Select the related N..N relationships that you would like to clone

 

13

Include only Active records for related entity

To clone related entity records, select the setting 1…N. If this is checked then only related active records will be cloned.

Checked

 

Sample configuration for few entities:

 

Entity

Clone Identifier

1…N

1

Account

Account Name

Notes

2

Contact

Last Name

 

3

Opportunity

Topic

Opportunity Product

4

Lead

Topic

 

5

Quote

Name

Quote Product

6

Order

Name

Order Product

7

Invoice

Name

Invoice Product

 

 

 

 

 

Comments

Add comment