Clone a Record Quick Action
About the Clone a Record Quick Action
The Clone a Record Quick Action block creates a copy of the selected record and overwrites the specified fields, including copying from one-to-one relationships.
Parameters
You can access parameters for the Clone a Record Quick Action block using the Block and Common tabs of the Settings pane. For more information on the Common tab settings, see About Record Quick Actions.
Block Tab
Access and configure block-specific parameters on the Block tab of the Settings pane.
- Clone Editor: Click Clone Editor to open the Clone Record workspace in the Graphical Action Designer.
- Field Name: Select a field name from the dropdown menu.
When choosing a field that uses counters (such as AssignmentID or IncidentNumber, you must enable the Unique property (see Working with Fields). Otherwise, you will have multiple records with the same numbers. Counters are invoked through a business rule (see Using Business Rules).
- Value Expression: The field value. You can use the Expression Editor to enter an expression for the value.
To avoid copying values for any field (such as ResolutionEscLink, ResponseEscLink, WaitingEscLink, and ClosingEscLink), set the value to empty.
- Relationship Name: Choose the Relationship from the dropdown menu.
- Click the
or 
delete icons to add or remove a field from the list.
- Field Name: Select a field name from the dropdown menu.
Click Save to commit your changes.