# Update Fields During Cloning

## Update Fields for Single Record

This feature allows users to configure fields with types Option Set, Boolean, Single Line of Text, Multiple Lines of Text, Integer, Double, Money, Date, and DateTime, within a Click2Clone template and update their values during the cloning process. The updated values will be applied uniformly across all cloned records, ensuring consistency and saving time during bulk record duplication.

You can [refer to the link ](/click2clone/configuration/cloning-a-record/setup-update-fields-during-cloning.md)below to learn how to configure update fields during cloning in your template

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

 

<div data-with-frame="true"><figure><img src="/files/qTCjhqQkoQnZCAxhp3d5" alt=""><figcaption></figcaption></figure></div>

**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.

## Update Fields for Multiple Records

This feature allows users to apply field overrides while cloning multiple records at once using Click2Clone in Dynamics 365 CRM. Users can configure supported fields such as Option Set, Boolean, Single Line of Text, Multiple Lines of Text, Integer, Double, Money, Date, and DateTime within a Click2Clone template and define new values during the cloning process. The specified values are then applied consistently across all selected cloned records, reducing manual effort and ensuring data consistency.

You can [refer to the link](/click2clone/configuration/cloning-a-record/setup-update-fields-during-cloning.md) below to learn how to configure update fields during cloning in your template.

**Example: Updating Estimated Close Date While Cloning Multiple Opportunities**

Your sales team wants to clone multiple Opportunity records for the next fiscal cycle. Most of the information should remain unchanged — such as the Account, Estimated Revenue, Probability, and Owner- but the Estimated Close Date needs to be updated uniformly across all cloned Opportunities.

**Step 1: Select Multiple Records for Cloning**

1. Navigate to the desired entity view in Dynamics 365 CRM (for example, Opportunities, Contacts, Accounts, etc.).
2. Select multiple records from the grid view.
3. Click the Click2Clone button from the command bar.

<div data-with-frame="true"><figure><img src="/files/b9Aq9GG7o26eTjWB1oNU" alt=""><figcaption></figcaption></figure></div>

**Step 2: Choose the Clone Template**

1. After clicking the Click2Clone button, the Clone Record(s) popup window appears.
2. Select the required Click2Clone template from the Select Template dropdown.
3. Specify the number of copies to be created for each selected record if required.

<div data-with-frame="true"><figure><img src="/files/ONy8lmOKtkfEueD8Boro" alt=""><figcaption></figcaption></figure></div>

**Step 3: Enable Field Overrides During Cloning**

1. In the popup window, enable the checkbox:\
   Apply field overrides to cloned records.
2. Hovering over the information tooltip displays the message explaining that the selected values will override the source record values across all cloned records.
3. Once enabled, the fields configured in the Click2Clone template become available for editing during the cloning process.

<div data-with-frame="true"><figure><img src="/files/g1EjRor3nE3Pfgz40rVk" alt=""><figcaption></figcaption></figure></div>

**Step 4: Define Values to Apply Across All Clones**

1. In the Set values to apply across all clones section, enter the desired values for the configured fields. For example, while cloning Opportunity records, users can update the Estimated Close Date for all cloned opportunities at once. In the override section, they update the Estimated Close Date to 29/07/2026.
2. Click OK to start the cloning process.

<div data-with-frame="true"><figure><img src="/files/Y9zY8KmzsxDeiuqQno25" alt=""><figcaption></figcaption></figure></div>

**Step 5: Cloning Completed Successfully**<br>

1. After the cloning process finishes, a success confirmation message appears indicating that the records were cloned successfully.

<div data-with-frame="true"><figure><img src="/files/6bxPAXka78SYwCQY6KJk" alt=""><figcaption></figcaption></figure></div>

This saves significant manual effort and ensures that all cloned Opportunities align with the new sales cycle timeline.

**Outcome**

All selected records are cloned successfully with the newly specified field values applied uniformly across every cloned record. This helps organizations maintain consistency, reduce repetitive manual updates, and accelerate bulk record cloning operations in Dynamics 365 CRM.

{% hint style="info" %}
**Note:** The Update Fields During Cloning functionality is supported only for the parent template. Field overrides configured during cloning will be applied to the parent record template and not to its associated child templates. For example, if an Account template includes a child Contact template: the field updates can be applied only to the Account record and not to the related Contact records created through the child template.
{% endhint %}

{% hint style="success" %}
For any queries, reach out to us at <crm@inogic.com>
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.inogic.com/click2clone/features/update-fields-during-cloning.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.