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Topics#CollaborationPregunta de Michelle Vallese
Michelle Vallese (Dowdy Insurance) ha preguntado en #Collaboration
1 mar 2021, 15:33

How do I clone an object and change a date field in the new object?

I have an object that has a "plan year start" and "plan year end" field. I want to be able to clone the object and have the plan year start and end date update to the new plan year. For example, if the plan year in the original object is 4/1/2020 and the end date is 3/31/2021, I want the cloned object to be exactly the same as the original object but have the plan year move a year out to 4/1/2021 with an end date of 3/31/2022.
7 respuestas
  1. Steve Molis (You Owe Me a Beer, Inc.)
    1 mar 2021, 15:38
    What other fields are being copied from the Cloned record?  

     

    If it's just a few fields you could try using an Object specfic Quick-Action to Clone the record instad of the standard Clone button, and set the default values in the Quick-Action Setup

     

    What other fields are being copied from the Cloned record?

     

    Or you might be able to do something using Flow or Process Builder

     

    Otherwise, you're probably looks at custom code and a custom "Clone" button
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