Copy fields of related records

To copy fields of related records, follow the steps given below:

  • Navigate to Child Template --> Click on New Click2Clone Template.

  • Name the template --> Select the source entity (here, we are cloning the related record 'order line item') --> Click on 'Save'.

  • Go to Attributes/Relationships to Clone section --> Select the fields from the attributes to copy --> Click on Save.

For further queries, reach out to us at crm@inogic.com

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