Get Records

Get Records functionality brings child records from Source record to Target record of the same entity. By clicking Get Records on Target Record, selected relationships from Source Record will be cloned to Target Record within same Entity.

Follow the steps given below to bring child records from Source record to Target record:

  • Navigate to Opportunity entity --> Select and open a target record --> Click on Get Records button.

  • Select the relationship.( It is already selected while configuring template.)

  • Select source record --> Click on Add.

  • Click on OK to start cloning.

Let's compare the cloning results.

  • Source record - The record who’s opportunity line items are copied to the other opportunity record except the discount field.

  • Target record - The record to which we copied opportunity line items except the discount field.

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