Clone Object Action
- Graphical Action Designer: Clone a Record Quick Action
About the Clone Object Action
The Clone Object action creates a copy of the selected record and overwrites the specified fields, including copying from one-to-one relationships.
Parameters
Parameter | Description |
|---|---|
Enter action name | Enter a unique name for the action. |
Enter action description | Optional. Add a description. |
Enter category | Optional. Select an action category from the drop-down list. |
Field Name | Choose the name of the field you want to update when you clone the record. Click |
Field Value | Enter the desired replacement value for the Field Name. Use the Expression Editor to enter an expression for the value. See Using the Expression Editor for more information. To avoid copying values for any field (such as ClosingEscLink), leave this field empty. |
Relationship Name | Use this parameter to indicate the objects to associate and clone with the record. Click |
Publish to | Use this parameter to publish the Quick Action to different Roles. |
Actions
Button | Action |
|---|---|
 | Adds a field to the list. |
 | Removes a field from the list. |
Save | Commits your settings. |
Cancel | Exits without saving. |