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Inogic Productivity Apps
Maplytics
Alerts4Dynamics
Attach2Dynamics
Auto Tax Calculator
Business Process Checklist
Click2Clone
What's New!
Installation
Getting Started
Configuration
Cloning a record
Copying from one entity record to another
Copy only Related Records
Set up template
Specify fields to copy
Automation
Features
How-to Guides
Uninstallation
FAQs
Video Library
Click2Export
Undo2Restore
Gamifics365
InoLink
Kanban Board
Lead Assignment and Distribution Automation
Map My Relationships
Marketing4Dynamics
SharePoint Security Sync
Subscription and Recurring Billing Management
User Adoption Monitor
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Copy only Related Records

Here are the steps to copy related/associated child records to another record within the same entity.
  • ​Set up template​
  • ​Specify fields to copy​
After following the above steps, you will be able to copy related/associated child records to another record within the same entity using 'Get Records' function.
For further queries, reach out to us at [email protected]​
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Specify related records
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Set up template
Last modified 3mo ago
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