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.

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.

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

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)

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.

For further queries, reach out to us at [email protected]