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opengateopengate 

Copy / Clone related list based on a lookup

I have a custom object (Transaction) with a lookup to another custom object (Kit).  The Kit object has a 10 records in a related list.  When I do a lookup of the Kit on the Transaction Record, I am trying to figure out if i could have a button that would go "get" the list of 10 items on the related list and copy them into a related list on the Transaction.  Hopefully that description provides adequate information for some insight from everyone.  I appreciate any ideas the group may have.  Thank you.
infoweldernickinfoweldernick

Sure, you could do this with a trigger, a class, or some combination of the two.

 

You are basically querying the 10 related items from the Kit and then inserting 10 items related to the Transaction. 

 

opengateopengate

Great, thanks for letting me know it is feasible.  Next question would be, is there somewhere you can suggest I go to get some insight into how I might be able to do this e.g. sample code or guidelines.  Again thanks.