Copy references of records
The next step is copying references of records on both source and target entities under advanced configuration.
Now to add these source and target lookup fields please follow the steps given below:
Navigate to Settings --> Customizations.
Click on Customize the System.
Go to Entities --> Order --> Fields --> Add new field.
Add a source lookup field --> Click on Save & close it. (Note down the name of the field, we will need this name later while setting the reference against the target entity field under advanced configuration.)
Add a target lookup field --> Click on Save & Close. (Note down the name of the field, we will need this name later while setting the reference against the source entity field under advanced configuration.)
Go to Forms --> Main form.
Add a source record field to the form. (This is the source lookup field that we added earlier.)
Same way add a target field to the form. (This is a target lookup field that we added earlier.)
Once the both the fields are added, click on 'Save' and then click on 'Publish'.
Close the window and click on 'Publish All Customization'.
Navigate back to Click2Clone Templates --> Advanced Configuration --> Set the references. Set the target lookup field against 'Source Entity' and source lookup field against 'Target Entity'. Enter the names of both these look fields into respective fields. (These are names that we have noted down while creating the fields through customization.)
Set Rules for Selecting Records
Users can set rules for selecting records for the purpose of cloning with the help of Rule Mode. For example, previously, while cloning, if there were 10 line items in a record, then all 10 of them were cloned. But now, if the user needs only 5 of those line items, then only those particular line items will be cloned, depending on the selected Rule Mode.
There are two types of Rule Mode – Simple and Advanced.
Simple Rule Mode: Select necessary records for cloning based on the View of an entity.
Advanced Rule Mode: Select records for cloning based on filter criteria or conditions (conditions defined in Fetch XML).
Advance filtering through Fetch XML is supported in workflows as well; hence, users can perform single and deep cloning of records based on the conditions specified in Fetch XML.
Once you have completed all the steps, you will be able to:
For further queries, reach out to us at crm@inogic.com
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