# Set up Entities for Click2Clone

Follow the steps given below to set up entities for Click2Clone:

1\) Go to **Click2Clone app** --> **Click2Clone Templates** --> Click on **New**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FWiqaiaQ9oemn3J3hn9hG%2F2.png?alt=media&#x26;token=8bbe5d25-0b82-4ec3-83ed-f43abff08061" alt=""><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FzQGpeQlrE5KEl8hB37hg%2F3.png?alt=media&#x26;token=bb60e201-7b8a-4ff9-9ae4-4879f546bf4f" alt=""><figcaption></figcaption></figure>

2\) Enter an appropriate name for the template. Here, we are setting up an **'Order'** entity in source as we want to clone an order entity record.&#x20;

**Prefix/Suffix** – This will be appended with the name of clone record (This helps user to quickly recognize the clone copy).&#x20;

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FwCgW6XDeAIWJP0bAoEvD%2Fset%20up%20entities%202.png?alt=media&#x26;token=526e63ac-7553-47d8-971b-419a191d3198" alt=""><figcaption></figcaption></figure>

Once this is done, click **'Save'** to save the template and proceed to **attributes/relationship** selection.

Click2Clone supports static as well as **dynamic placeholders**, which can be used in prefix/suffix configuration.

Supported placeholders:

* {currentYear} – Replaced with the current year (e.g., 2026)
* {currentMonth} – Replaced with the current month (January)
* {createdOnYear} – Year from the source record’s *Created On* date
* {createdOnMonth} – Month from the source record’s *Created On* date
* {field’slogicalname} – Value of the specified field from the source record (e.g., {name} for Account name)

{% hint style="info" %}
**Note: CRM restricts modification of primary attribute fields for Headerline entities, such as OpportunityLine, QuoteLine, OrderLine, and InvoiceLine. Therefore, we cannot append a prefix or suffix to Headerline entities.**
{% endhint %}

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}