# 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="/files/k9bawQMdMniBDWP1HKSH" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/38VkSnwY1Jpp4baEXnlh" 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="/files/8l8d5aidwxPVc5jlyj0P" 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 %}


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