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 the 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 for 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 the 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 a 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 a 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 |