 |  |
Purpose
Clone a Record from one Object to another.
Configuration
Setting | Description |
|---|---|
| Record | The Record to be cloned. This can be set via:
|
| Object | The destination Object that the Record(s) will be cloned to. This can be the same object as the source object or a different object Note: The destination Object may be the same or a different Object. If it is the same Object, all Fields will be copied across. If its a different object, only Fields of the same Name and Type will be copied across automatically. |
| Field or Relationship | Update additional fields or relationships in addition to what is automatically copied as above. Click on Add Field or Relationship for each additional entry to create. Name
If updating via a Relationship, two additional options are displayed
Value
|
Parameters created
Parameter | Type | Description |
|---|---|---|
| [Activity Name].Record | Record | The record created by the clone activity |
Additional Notes
- Resource Keys can be set to restrict duplicate records. An attempt to clone a Record that violates any Resource Keys for that Object will not be allowed to clone.
- Relationships are clones based on the Relationship Type. A property called 'Clone' is set based on the following options:
- Drop - this Relationship is dropped when record is cloned so the new record will have this relationship empty
- Clone References - Will copy the relationship to the same record e.g. if Owner is Clone Reference, then the new record will point to the same Owner.
- Clone Entities - A copy of the destination is also made and the new Record will point to the new destination e.g. If Course has Notes with Clone Entities set, then cloning the Course will also clone all the Notes, and the new Notes will be linked to the new course.