Update Fields During Cloning

This feature allows users to configure lookup attributes within a Click2Clone template and update their values during the cloning process. The updated lookup values will be applied uniformly across all cloned records, ensuring consistency and saving time during bulk record duplication.

Step 1: Open the Click2Clone Template

1. Navigate to Click2Clone Templates under the Administration section of Dynamics 365 CRM.

2. Open an existing template or create a new one.

3. Go to the Advanced Configuration tab.

Step 2: Enable Field Updates During Cloning

1. In the Update Fields During Cloning section, toggle Edit Fields During Cloning to Yes.

1. Once enabled, the Fields to Update dropdown becomes active.

2. Select the lookup attribute (for example, Company Name, Preferred Service, Price List, etc.) that you wish to edit during cloning.

Step 3: Define Values During Cloning

1. When you initiate the Clone Record(s) action, a popup window appears.

2. In the Set values to apply across all clones section, enter or search for the desired lookup value.

3. For instance, while cloning a Contact, you can update the Company Name field to link all cloned Contacts to a different Account.

4. Click OK to confirm and complete the cloning process.

Example: Updating Company Name While Cloning Contacts

Let’s say a user wants to clone a Contact record multiple times but associate the cloned Contacts with a different company (Account).

1. The user creates or opens a Contact Clone Template and enables Edit Fields During Cloning.

2. They select Company Name as the field to update.

3. When cloning begins, the user chooses a new Account, for example, Alpine Ski House, from the lookup field.

4. All cloned Contact records are automatically linked to Alpine Ski House—saving the effort of manually editing each clone’s company association.

Outcome

All cloned records will automatically inherit the newly defined lookup values. This ensures quick re-assignment of related records—like Accounts, Owners, or Services—without manually editing each cloned entry.

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