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A new knowledge base article has been published on our support portal. 


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

View this article in full on our support portal