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duplicate record automation

Question asked by on Mar 2, 2016
Latest reply on Mar 3, 2016 by

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!




I am using on demand version 7.6.1 Enterprise