Work 365

Initial Setup

139 views August 16, 2018 August 16, 2018 0

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

Clone-Sitemap

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 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

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