I need your suggestions or recommendation please. In our custom agreement object, there is an "Amend" button we click when amending a parent agreement. It copies over some information from the old record to the new one (amendment record), but just recently, we'd like to lessen the information that is being copied over. The notes and attachments section is one of the things we'd like the amend record to start from fresh, so we'd like the amendment process to stop copying for this part. However, the agreement documents, which usually has the final signed document, we'd like this to remain from being copied over. How do I do this? or Has anyone ever had to do this on your custom environment?
The description of the old nda is also being copied, and we also want to stop this.
And lastly, the name of the amendment record should follow a certain naming convention like Amendment No. [Exhibit Number] to + [Parent Agreement]. fields in [] are both agreement fields.
If you have done this, can you please share with me how?
Thank you all so much in advance.
3 个回答
Hi Juhn,
This really depends on how the Amend button was built, as it's all custom functionality. Judging by the amount of things that it does, it probably invokes Apex code to do the cloning. If that's the case, then you will need a developer to find the code and make these modifications. It should be easy enough to just disable the parts you don't want.
But this is all speculation until you know how the button works. Can you look at the object definition and find out what it's connected to?
