Clone Object Action

About the Clone Object Action

The Clone Object action creates a copy of the selected record and overwrites the specified fields, including copying from one-to-one relationships.

Parameters

Parameter Description
Enter action name Enter a unique name for the action.
Enter action description Optional. Add a description.
Enter category Optional. Select an action category from the drop-down list.
Field Name

Choose the name of the field you want to update when you clone the record. Click add to add multiple fields.

When updating a field that uses counters (such as IncidentNumber), enable the Unique property (see Creating a Field) to avoid duplicate records.
Field Value

Enter the desired replacement value for the Field Name. Use the Expression Editor to enter an expression for the value. See Using the Expression Editor for more information.

To avoid copying values for any field (such as ClosingEscLink), leave this field empty.

Relationship Name

Use this parameter to indicate the objects to associate and clone with the record. Click add to add multiple related objects.

Publish to

Use this parameter to publish the Quick Action to different Roles.

Actions

Button Action
add Adds a field to the list.
delete Removes a field from the list.
Save Commits your settings.
Cancel Exits without saving.