Specify fields to copy

After configuring template, follow the steps given below to specify the fields to copy from related records.

  • Go to Child Template section --> Add new template --> Name the template --> Select source entity --> Click on Save. (Here, we are cloning opportunity line item from one record to another record in Opportunity entity.)

  • Go to Attribute/Relationships to Clone section --> Attributes --> Select attributes (except the Discount field)--> Click on Save.

Once you have completed all the steps, you will be able to copy related records i.e. Get Records.

For further queries, reach out to us at crm@inogic.com

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