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 [...]