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ndrannapareddy
Clone Record
Hi ,
I need to Clone a Record and once i clone i need the new record to have all fields carried and input the record Id from which it is cloned ??
Please help me out with this very Urgent need
You just need to put the Record Own Id into the exsting record only onces
u can use developer consol to update all the exsting records
Then when ever you clone a exsting record & try to create e new record out of it salesforce automatically copy the value from the parent record
example
u have a record say Rec1(alredy exsting record in u r org) having a ID 12345 , now you just update it'sown id into a field name say "clone_from__c" ok so for record Rec1 clone_from__c = 12345 ok
now u try to create a Rec2 from clone functionality when you click on clone button
for Rec2 "clone_from__c" is populated from Rec1 (i.e. 12345)
All Answers
sry plz explane the question
Please create a custom clone button and write the formula with the id's of each of these fields through view page source .
If you have "n" record types make sure create" n " clone buttons with different api s and add this clone button to the page layout
u can try this
a0190000000Y1F9 will be the id of the record which u want to clone
https://<salesforce instance>/a0190000000Y1F9/e?clone=1
say I have Account Record and i have info all custom fields.
I wanted to clone the record [With Out User Having to type all fields]. But the clone record should have a reference from Where it is cloned . ?
Example My Loan Record Id is K003ksdkhj***** .
I am cloning this record to a new record and will have to have the History from where it is cloned ?
How do i store that my New Record so that i can refer it in future ...
create a field on u r record say clone from ok
for expample currently you have 100 record in your org ok
Update the new filed (i.e clone from) from the record own id
then when ever u clone any recod from the existing reocrd salesforce automalically clone the clone from field from org reocrd to new clone record
example u have Rec1 with ID as 12345 then u update the update new filed (i.e clone from) with this 12345 (i.e. is the ID of the same record)
now u clone Rec1 to create Rec2 salesforce clone every field from Rec1 to Rec2 it will also clone new filed (i.e clone from) from Rec1 to Rec2
& when u save Rec2 it have the Id of Rec1
and also for dirctly creating record from new button u can write a small trigger
like this
trigger test(before insert)
{
if(clone from == null) // clone from field will be blank if u try to create a record from new button
clone from = trigger.new[0].id; //
}
I am sorry I dint get you ..
If i put the Record Own Id the new one will have its own (Self Id ) How do i build it ?
SRK,
What if we dont want such field ( Clone From) visible in Record1?
You just need to put the Record Own Id into the exsting record only onces
u can use developer consol to update all the exsting records
Then when ever you clone a exsting record & try to create e new record out of it salesforce automatically copy the value from the parent record
example
u have a record say Rec1(alredy exsting record in u r org) having a ID 12345 , now you just update it'sown id into a field name say "clone_from__c" ok so for record Rec1 clone_from__c = 12345 ok
now u try to create a Rec2 from clone functionality when you click on clone button
for Rec2 "clone_from__c" is populated from Rec1 (i.e. 12345)
I that case you need to write a VF page & over ride the clone button
or you need to write a trigger in whcih you need to check that if a record is created from using slaesforce standard clone button u have to update the field by trigger
U can check the record is creted by slaesforce standard clone functionaly by looking into URL