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Harish1234
how to relate the cloned record with existing record ?
HI,
how to relate the cloned record with the existing record?
i have clone records in opportunity but how to relate cloned records with existing records so that if any changes are done it should be apper in cloned records and as well as when i click that cloned record the record related to that one should apper ... will any one help ... (eg:- Bank renewal process)
how to relate the cloned record with the existing record?
i have clone records in opportunity but how to relate cloned records with existing records so that if any changes are done it should be apper in cloned records and as well as when i click that cloned record the record related to that one should apper ... will any one help ... (eg:- Bank renewal process)
bob
finally i got soultion for my requirement ....
Thanks for u all,
All Answers
Create a new Clone buttom and create the same URL as standard one + add a new URL parameter. This new parameter key will be you new field id and value will eb your's main record Id:
Like, new field metadata id is 00N1258hytshjf5
https://na6.salesforce.com/{!Opportunity.Id}/e?clone=1&00N1258hytshjf5={!Opportunity.Id}
You'll also need to train your administrators so that when they add a new field to the opportunity sobject, they replicate that change in the custom "shadow" object and vice versa, otherwise you'll end up trying to update fields that don't exist.
bob
finally i got soultion for my requirement ....
Thanks for u all,
Can you please tell me which solution worked for you?
Thanks in advance.