I have a requirement to Clone a Custom Object Record but with slightly different values.
The Standard Clone button copies exactly the same data which is not our requirement.
Custom Object : {!License_Request__c.Id}
Clone URL : /{!License_Request__c.Id}/e?clone=1
4 RecordTypes are there on this Custom Object
So whenever someone clones the License Request Record with any of the Record Type, it should capture the Record Type and all other values as it is except the Status which should always be in Draft even though the Original License Request Status was Validated.
I am not sure how I can achieve this, I feel either can be done via Custom clone button or probably with some PB/WF automation.
Please suggest.
Thanks!
1 réponse
Hi Shraddha,
Yes you would need custom clone button. Call lightning component on click of button
Check this-:
https://help.salesforce.com/articleView?id=000322260&type=1&mode=1
https://trailblazers.salesforce.com/answers?id=9063A000000pLTtQAM