> 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/copy-only-related-records/click2clone-template.md).
# Set up template
To set up template, follow the steps given below:
* Go to **Click2Clone app** --> **Click2Clone Templates** --> Click on **New.**
* Enter a valid name for the template --> Select source entity as **'Opportunity'** --> Click on **Save.**
* Go to **Attributes/Relationships to Clone** section --> **Relationships** --> Select **relationship** --> Click on **Save**.
If the relationships list does not load/populate then try refreshing the grid by clicking **'Refresh'** icon.
{% hint style="success" %}
For further queries, reach out to us at
{% endhint %}
---
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