> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/click2clone/configuration/cloning-a-record/setup-update-fields-during-cloning.md).

# 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.

<div data-with-frame="true"><figure><img src="/files/QyIcElyIDvWjcwpf4hGR" alt=""><figcaption></figcaption></figure></div>

**Step 2: Enable Field Updates During Cloning**

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

<div data-with-frame="true"><figure><img src="/files/AwWAEhJ6W994bXJFPxP4" alt=""><figcaption></figcaption></figure></div>

2. Once enabled, the Fields to Update dropdown becomes active.
3. Select the attribute (for example, *Company Name*, *Preferred Service*, *Price List*, etc.) that you wish to edit during cloning.

<div data-with-frame="true"><figure><img src="/files/8y40FnsMwkWkyN1bk3Qw" alt=""><figcaption></figcaption></figure></div>

**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.

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.inogic.com/click2clone/configuration/cloning-a-record/setup-update-fields-during-cloning.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.