For the complete documentation index, see llms.txt. This page is also available as Markdown.
Set up template
To set up the template, follow the steps given below:
Go to Click2Clone app --> Click2Clone Templates --> Click on New.
Here, let’s clone the record from Opportunity entity to an Order entity. Name the template --> Select source entity = 'Opportunity' and target entity = 'Order' --> Click on Save.
