Design Record Field Change workflow
You can design your own automation workflow by following the steps given below:
  • Navigate to Advanced Settings --> Settings --> Processes.
  • Click on New --> Select ‘Workflow’ from the ‘Category’ dropdown --> Select the Entity --> Click on OK.
  • Enable any of the given fields. Here, we will enable ‘Record Field Change’ checkbox. (With this, if any of the selected field is updated then the workflow will be triggered and the record will be cloned.)
  • Select the field --> Click on OK.
  • Navigate to Add Step --> Inogic.Click2Clone.Automation --> Inogic.Click2Clone.Automation.Clone Records.
  • Click on Set Properties.
  • Select template --> Fill 'Number of Copies to be Created' field as per requirement --> Click on Save and Close.
  • Click on Activate.
Last modified 1yr ago
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