Can we clone Field Service “Work Orders”?
Yes. You can clone "Work Orders" along with its products, services, service tasks. Please note that the "Copy Templates" settings for Work Order are slightly different then those of [...]
Yes. You can clone "Work Orders" along with its products, services, service tasks. Please note that the "Copy Templates" settings for Work Order are slightly different then those of [...]
Yes, you can set a COPY Recurrence (ability to schedule a COPY for a future date) for a record using a Workflow or Power Automate Flow. For details, refer [...]
Yes, you can CLONE a record using a Workflow or Power Automate Flow. For details, refer blog: Use Power Automate Flow / Workflow to automatically create a Follow-up / [...]
Yes. You can set the date-time field of the newly cloned record with a default value. - To enter a static date... use format: mm/dd/yyyy - To enter a [...]
Yes, of course. There may be certain scenarios where there is a need to clone from 1 entity to another. Common examples could be: Cloning from Contact to a [...]
Copy Record App can clone record along with its child record. (e.g. Opportunity along with child: opportunity product). You will enable the "Deep Copy" feature when: You need to [...]
Let's consider an example: Suppose we need to Clone an "Account" along with its related child "Contacts". So you will need to create a "Copy Template" of "Account" as [...]
Yes, "Copy Record" app can create a copy of record along with its multiple child records. You can select multiple 1..N child relationship when creating Zap_CR_Configuration record for an [...]