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Customer experience | Sales, Customer Insights,...
Suggested Answer

Clone a record

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Posted on by

I want to clone a record and immediately opens in another tab of the browser.. Can you pls guide me to proceed on this

I have the same question (0)
  • Suggested answer
    pavanmanideep Profile Picture
    1,331 on at

    See this post, us.hso.com/.../..

    You can do it with javascript or use Plugin/Custom Workflow based on your exact need...

    Hope this helps...

    Cheers,

    PMDY

  • Anandhcrm Profile Picture
    on at

    Nothing in this post....

    But already I tried like this..

    Creating a custom action, from that im invoking custom workflow. In custom workflow I have done the business logic for cloning, and it works. But I need to receive the cloned record's guid and it has to be open in another window.

    So, I created a out argument in Custom Action, and assign the value through out argument in custom workflow, but in javascript, it shows null value. 

  • Suggested answer
    Pradeep Rai Profile Picture
    5,489 Moderator on at

    Hi,

    You can use the level up extension in chrome browser as shown below:

    pastedimage1675670588776v1.png

    https://chrome.google.com/webstore/detail/level-up-for-dynamics-365/bjnkkhimoaclnddigpphpgkfgeggokam?hl=en

  • Inogic Profile Picture
    682 on at

    Hi,

    You need to check out our Click2Clone add-on that does exactly what you want. It clones a Microsoft Dynamics 365 CRM record and opens the cloned record in a new tab. Also, it gives you the provision to add a suffix or prefix to the cloned record for easy distinction from the original record. And all this in just 1 click and for both custom and OOB entities.

    You can download it from our website or from Microsoft Commercial Marketplace AppSource, for get a 15-day free trial.

    Click2Clone is a preferred app on AppSource and is one of the most loved apps from Inogic’s suite of 15+ Microsoft Dynamics 365 CRM / Dataverse apps. It not only clones a single record, but also clones multiple records in one go, creates multiple copies of a single record, and also does deep cloning. Also, with Click2Clone, cloning a record from one entity to another entity also becomes easier.

    Watch our short demo video to get a better understanding of our 1 Click Dynamics 365 CRM Records Cloning app Click2Clone.

    Thanks!

  • steco Profile Picture
    15 on at

    Yes sir, I made the plugin that duplicates one selected record using ribbon button with JavaScript Web Resource,

    You need the ID to the record you want to duplicate, I get it from SelectedIds property on ribbon button

    First you do Xrm.WebApi.retrieveRecord, where you need to delete all the keys starting with "_yourorgname", delete the id, and format the lookups (If these steps are not clear I can explain in more detail)

    After that INSIDE the then in retrieve record you call an async function which will look like this:

    var duplicateAndOpen = async (recordName, data, pControl) => {
            try {
                var newRecord = await Xrm.WebApi.createRecord(recordName, data);
    
                await pControl.refresh();
    
                entityFormOptions["entityName"] = recordName;
                entityFormOptions["entityId"] = newRecord.id;
                Xrm.Navigation.openForm(entityFormOptions);
            } catch (err) {
                console.log(err);
            }
        };
    This creates the record, saves it, and opens the edit form for the record.
    Hope this helped!

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