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.
Once you have completed all the steps, you will be able to copy one entity record to another.
Last modified 1yr ago
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