AnsweredAssumed Answered

duplicate record automation

Question asked by svickers@packetmedia.co.uk on Mar 2, 2016
Latest reply on Mar 3, 2016 by svickers@packetmedia.co.uk

Hi There,

 

What is the best way to duplicate a record on condition?

 

What I want to do is when an opportunity status is Closed Won & a custom field (job_status - pre-updated by a workflow linked to a custom module) is Complete, the opportunity is duplicated (with a few alterations e.g. expected close date, name etc...). I have played about in process author but there seems to be too many restrictions in there (e.g. cant copy relate field info, dropdown info etc...). I am assuming it will be a logic hook but I'm not entirely sure where to start or whether it is at all possible.

 

Any help would be greatly appreciated, thanks in advance!

 

SV

 

I am using on demand version 7.6.1 Enterprise

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