Setup - Update Fields During Cloning

The Update Fields During Cloning feature in Click2Clone allows users to modify selected field values while cloning single or multiple records in Dynamics 365 CRM. By configuring supported fields within a Click2Clone template, users can define new values during the cloning process and apply them consistently across all cloned records. This helps reduce manual updates, maintain data consistency, and streamline bulk record duplication processes.

Step 1: Open the Click2Clone Template

1. Navigate to Click2Clone Templates under the Administration section of Dynamics 365 CRM.

2. Open an existing template or create a new one.

3. Go to the Advanced Configuration tab.

Step 2: Enable Field Updates During Cloning

1. In the Update Fields During Cloning section, toggle Edit Fields During Cloning to Yes.

1. Once enabled, the Fields to Update dropdown becomes active.

2. Select the attribute (for example, Company Name, Preferred Service, Price List, etc.) that you wish to edit during cloning.

Step 3: Define Values During Cloning

1. When you initiate the Clone Record(s) action, a popup window appears.

2. In the Set values to apply across all clones section, enter or search for the desired field value.

3. For instance, while cloning a Contact, you can update the Company Name field to link all cloned Contacts to a different Account.

4. Click OK to confirm and complete the cloning process.

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