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Reportis it possible to copy a case task opportunity from existing record if yes how?
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is it possible to copy a case task opportunity from existing record if yes how?
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Hi Sandeep
You have to do it via solution management feature of CRM
Go to settings >> solution >> create new solution >> add required components in this solution (which would be opportunity task & case) >>save>> export it as managed or unmanaged based on your requirements >> import it to the production environment by going to settings and solutions again. This will copy your entities in new system.
Here are some links to help you understand it better:
The easieest way is for example in Case of Opportunity create a lookup to Opportunity.
Then put the Subgrid of the Opportunity on the Opportunity Form and Name it Copy.
Use Mapping to map all desired fields in the relationship. If you then CLick on new the new Opp Form opens up with all the data of the old one (without create...)
Cheers Markus
You don't want to create new record? Can you please elaborate on your requirement?
Yes Sandeep. Please follow below steps to create copy of an opportunity record:
1. Go to Settings > Processes.
2. Create new process of type action on an opportunity.
3. In the definition section of an action, create copy of the record using the context record on which action will be triggered.
4. Activate the action.
5. Create another on demand workflow and call above action in the workflow by passing context record.
This will create copy of the record.
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