clone lookup attribute

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Posted on by M.Barimah

Is there a way to clone a look up record or to manually create a lookup record and copy the content from one attribute to the other? (both attributes are in the same entity)

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LuHao 40,892 on at

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Hi partner,

Do you mean creating a new lookup field that is the same as the one that already exists, or copying the value of one lookup field into another lookup field that already exists?

In other words, do you want to create a field, or do you want to copy the field value?

Can you give a detailed example and provide some screenshots?

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M.Barimah 60 on at

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Hello Hao,

Thanks for your answer I need to be able to do both,

just to give a bit of context, I am trying to upgrade a solution, and I am having issues merging.

I have imported a managed package in stages, and now is not allowing me to apply the solution upgrade, in order to successfully merge I need to delete the fields that are causing the issue, but those fields contain data which is needed. So I thought to clone this lookup field and their content so I can retain the data, and then delete the fields which are not allowing me to merge.

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LuHao 40,892 on at

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Hi M.Barimah,

So we can create a new lookup field manually, then create an on-demand workflow to update all records of the entity, copy the value of the old lookup field to the new one.

Step 1. create a new lookup field manually

Step 2. Create an on-demand workflow

Step 3. In the view, run the workflow for all records.

If there are too many records, we can use Bulk Workflow Execution of XrmToolBox to batch run on-demand workflow on all records of a view.

https://www.xrmtoolbox.com/plugins/AndyPopkin.BulkWorkflowExecution/

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Inogic 748 on at

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Assigning values from the existing records is the common method to manually clone or create a record. Manually assigning multiple fields to records is a cumbersome process. Additionally, it is difficult to manage it over time.

You can clone records easily with our Microsoft-preferred 1-click app Click2Clone. With Click2Clone, you can clone one entity record into another. This amazing tool also assists you in creating single and multiple copies of a look-up record and even you can clone multiple records in one go.

So, don’t miss this opportunity to explore more about this brilliant tool to clone Dynamics CRM records, check out this video link. To give this a try download a 15-days free trial from our website or Microsoft AppSource.

You can also write to us at crm@inogic.com to schedule a personal demo.

Thanks!

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