duplicate record automation

Question

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

S Vickers · Accepted Answer

Hi SV, I would use the following before_save and after_save logic hooks: <?php
if (!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');

class Opportunity_Logic_Hooks {
 function before_save_method($bean, $event, $arguments) {
 $bean->stored_fetched_row_c = $bean->fetched_row;
 }

function after_save_method($bean, $event, $arguments) {
 if (isset($bean->stored_fetched_row_c) && $bean->sales_stage == 'Closed Won' && $bean->job_status == 'Complete' && ($bean->stored_fetched_row_c['sales_stage'] != $bean->sales_stage || $bean->stored_fetched_row_c['job_status'] != $bean->job_status)) {
 $new_opp = BeanFactory::getBean('Opportunities', $bean->id);
 $new_opp->id = create_guid();
 $new_opp->new_with_id = true;
 $new_opp->sales_stage = 'New';
 $new_opp->job_status = 'New';
 $new_opp->save();
 }
 }
}
 More information on logic hooks can be found here , and about using the SugarBean object here . Let me know if you have any questions! -Alan