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Amack Dawg
Changing Cloned Record fields before its Saved? (ISCLONE fncn)
Our sales team will clone opportunities with the same accounts for new upsell opps, but there is a critical Checkbox Field with a Validation Rule that we need to default as "FALSE" (unchecked) however, when the SR clones the record, the checkbox defaults as 'TRUE' which "lets" the rep unwittingly bypass the correct sales step that the Checkbox/validation rule is designed to guide against.
I am trying to create some business logic that resets a cloned Opportunity check-box field to FALSE if that Opportunity record is cloned.
Here is what I have tried:
However, this WFR does not work (I made sure it was Activated), cloning the opportunity still results with this Checkbox defaulted as TRUE in the record edit page.
Is there a way to create a formula that sets the 'Example_Checkbox_field1__c' field to FALSE right after 'Clone' button was clicked and BEFORE the record is actually saved for the first time?
I am trying to create some business logic that resets a cloned Opportunity check-box field to FALSE if that Opportunity record is cloned.
Here is what I have tried:
IF (ISCLONE(), Example_Checkbox_field1__c = FALSE, Example_Checkbox_field1__c = TRUE)I figured out that this rule is only accepted by the syntax checker if the Eval Criteria is set to "Created, and every time it's edited.'
However, this WFR does not work (I made sure it was Activated), cloning the opportunity still results with this Checkbox defaulted as TRUE in the record edit page.
Is there a way to create a formula that sets the 'Example_Checkbox_field1__c' field to FALSE right after 'Clone' button was clicked and BEFORE the record is actually saved for the first time?
If I'm reading the documentation right then you should be able to do the following trigger
NOTE: This code has not been tested and may contain typographical or logicial errors.
However, when I edited the logic to be:
I get the intended result, but this is not the desired outcome: Under this 'else' logic, ALL records have the media placement field reset, not just cloned records.
What's surprising is that my Test Class has this:
I only want an attempted insertion of Cloned Opportunity Records to fire off this trigger-- any chance you have some logic handy to implement this?
Thanks for all the help so far!
Did you find a solution?