A new knowledge base article has been published on our support portal.
Scenario Overview
In this scenario we have a Sales Order that is being cloned regularly. However there is a field on this form that has Field Level Security enabled: Private Tax Number.
This is preventing users without Field Level access to that field from cloning this order, so we need to modify the Clone() function to use SetIgnoreFields(). Using this function will cause North52 BPA to ignore this field during the cloning process thereby avoiding the Field Level Access difficulty.
N52 Formula Manager Solution
The Formula Manager solution works like this,
- An N52 Formula of type ‘Save – Perform Action’ is created on the Order entity
- The Source Property is set to ‘Clone This Order’
- The formula will clone the Order and its child Products when Clone this Record is set to Yes
- The SetIgnoreFields() function will ignore 2 fields: CloneThisRecord and PrivateTaxNumber
Note: We will exclude CloneThisRecord as this value is not required in the new record either.