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Click2Clone
What's New!
Installation
Getting Started
Configuration
Cloning a record
Copying from one entity record to another
Copy only Related Records
Automation
On-Demand Workflow
Record Field Change Workflow
Set up template
Design Record Field Change workflow
Execute Workflow
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Click2Export
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Kanban Board
Lead Assignment and Distribution Automation
Map My Relationships
Marketing4Dynamics
SharePoint Security Sync
Subscription and Recurring Billing Management
User Adoption Monitor
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Record Field Change Workflow
Here are the steps to follow while creating 'Record Field Change' workflow:
  • ​Set up template​
  • ​Design 'Record Field Change' workflow​
  • ​Execute workflow​
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Execute Workflow
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Set up template
Last modified 2yr ago
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