A new knowledge base article has been published on our support portal.
Overview
A regular requirement we come across is where a record needs to be cloned (copied) as well as its child and grandchild records. In this article we show how to add a button to the Account form that will:
- Clone the Account
- Clone all Opportunities related to that Account
- Clone all Product Line items related to any of those Opportunities
North52 BPA Solution
The North52 BPA solution works like this:
- A Formula is set up on the Account which clones the Account, its Opportunities and their Product Line items
- A Quick button is created that calls this Formula