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paulmag32paulmag32 

clone button

Hi there hopefully someone can help me out with this.

 

I have a custom object called Fact Find and once it is populated and dated I want it to be locked so upon the date field not being blank i use a workflow and move it from an open record type to a locked record type. That's all easy enough. I then want to be able to clone that fact find but upon cloning move it to the unlocked record type and make a date field = null. I think this should be possible via workflows but  when I hit the Clone button it takes me to the Records Type selection page rather than to the cloned Fact Find which i think must be bypassing the workflow rules i have created.

 

Does anyone have any thoughts?