Example: Using the Clone Object Quick Action (CAD)

Use the Clone Object Quick Action to copy and overwrite specified fields from a business object record. This example will use the Clone Object Quick Action to clone an Incident record in the Incident Workspace while updating values for various fields:

  • Status: Update the value to prompt the user to select a status.
  • Owner: Update the value to make the user who is cloning the record the default owner.
  • Owner Team (Team): Update the value to make the Quick Action user's team the default
  • Cost: Remove values from this field when cloning.
  • Total Time Spent: Remove values from this field when cloning.
  • LastModBy: Update the modified date to match the current user's date and time.

See Clone Object Action.

Clone Object Action

  1. From the Configuration Console, click Build > Automation Tools > Quick Actions to open the Actions Manager workspace. The list of business objects that have actions appears.
  2. Click Add/Edit for the Incident business object. The Actions Center appears.
  3. Click the Create New Actions tab.
  4. Select Clone Object from the list of options.
  5. From the Clone Object page, configure the Parameters.
  6. Choose multiple fields to update when you clone the record:
    1. Update the value for Status with a user prompt:
      1. Choose Status from the Field Name dropdown list.
      2. Create a user prompt by entering $(Prompt("Select a status for the new incident", "")) in the Field Value parameter.
    2. Click add to add a row.
    3. Update the value for Owner to make the default owner of the new record the person who runs the Clone Object Quick Action.
      1. Choose Owner from the Field Name dropdown list.
      2. Change the default owner to the user who runs the Quick Action by entering $(CurrentLoginId()) in the in the Field Value parameter.
    4. Click add to add a row.
    5. Update the Owner Team (Team) field to be the same as the user who runs the Clone Object Quick Action.
      1. Choose Owner Team (Team) from the Field Name dropdown list.
      2. Enter $(CurrentUserTeam()) in the Field Value parameter to update this field with the acting user's team.
    6. Click add to add a row.
    7. Prevent copying values from specific fields; for example, Cost and Total Time Spent.
      1. Choose the field you want to leave blank in the cloned record (Cost and Total Time Spent in this example).
      2. For each field you choose to leave blank, enter 0 in the corresponding Field Value parameter.
    8. Click add to add a row.
    9. Change the LastModBy date to the current date and time.
      1. Choose LastModBy from the Field Name dropdown list.
      2. Enter $(CurrentDateTime()) in the Field Value parameter.
    10. Click Save.
  7. Navigate to an Incident record.
  8. Run the Clone Object Quick Action you created to observe the outcome.