Clone Object Action

• About the Clone Object Action
• Parameters
• Actions
• Example: Using the Clone Object Quick Action (CAD)
• Graphical Action Designer: Clone a Record Quick 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 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 to add multiple related objects.
Publish to	Use this parameter to publish the Quick Action to different Roles.

Actions

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