Specify related records

To copy related opportunity line item to order line item, follow the steps given below:

• Navigate to Child Templates --> Click on New Click2Clone Template.

• Fill in the following details --> Click on Save.

Name = Enter an appropriate name for the Child Template.

Source entity = Opportunity Product (Since we want to copy related opportunity line item)

Target entity = Order Product (Since we want to copy the related opportunity line item to order line item)

Source relationship = Select 'product_opportunities' (This is 1:N relationship between Opportunity and Opportunity line item)

Target relationships = Select 'order_details' (This is 1:N relationship between Order and Order line item)

It is mandatory that parent entity holds 1:N relationship with the selected child entity.

• Go to Fields Mapping section --> Map the fields of child records --> Click on Save.

For further queries, reach out to us at [e-mail]

Once you have completed all the steps, you will be able to copy one entity record to another.