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Click2Clone
What's New!
Installation
Getting Started
Configuration
Cloning a record
Set up Entities for Click2Clone
Set up fields to copy
Copy related records
Copy fields of related records
Specify related records
Copy references of records
Copying from one entity record to another
Copy only Related Records
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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.
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Cloning a record
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Set up fields to copy
Last modified 1yr ago
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