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Clone Button on Opportunity/Deal Form

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Posted on by sandeepc

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Hi All,

I need to create a clone button on top of the form and when i click it . it should copy all the existng values and create new form with same existng values

Automatically navigate to new form

I need to achieve this from power automate flow. how can I achieve this.

Any links or Available steps will help us a lot.

Thanks In Advance

Sandeep

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Verified answer

Dengliang Li Microsoft Employee on at

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Clone Button on Opportunity/Deal Form

Hi,

You can add a button to the command bar and then call PowerAutomateFlow from this button to clone the current record.
For steps on Call a Power Automate Flow from Custom button you can refer to this article.
Call a Power Automate Flow from Custom button in Dataverse/CDS/D365 (d365geek.co.uk)

The specific design regarding PowerAutomateFlow is shown below.

Get the current record based on the ID.

Fill the values of the current record fields into the new record.

For lookup fields, adding values should follow: <plural of entity logical name> (entity ID)

Use relationships to modify rows - Power Automate | Microsoft Learn

The Opportunity field remains blank.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

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