Copy associated records on a duplicated record

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Posted on by Samrando

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Hi Guys

Please help. I have created a workflow that create duplicate of a record on demand. So on the original record I can see see associated records on the the subgrid, however on the duplicated record I cannot get those values.

I assumed since the record Id and name that I I used in both records are the same then associated data will show.

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Alex Fun Wei Jie 33,628 on at

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Hi,,

Although all the values for the duplicate record is same with the original record, but the record Id is not same.

Each records is unique.

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TomSmelser 1,570 on at

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Hi,

To add to what Wei said... when creating a duplicate record that record has it's own unique guid (key).

The related records in the grid would also have to be associated with the new record.

Think of an order. That has order details like name, address etc. Then it may also have related products or line items.

When you create a duplicate you will also have to create matching line items.

In a workflow doing a simple record create to duplicate the primary record is easy.

Getting the related records will likely have to be done with a custom workflow activity.

Here are some links that may help.

Good Luck! Please click verified if this helped you solve your problem.

https://www.inogic.com/product/productivity-pack/click-2-clone-microsoft-dynamics-crm-records

https://www.youtube.com/watch?v=Iti9nfgomDg&feature=youtu.be

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gdas 50,091 Moderator on at

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Hi Samarando ,

Your question is bit tricky :) , its hard to understand when I read first line , but second line its clear for me .

So when you create duplicate record , that means that it will create another record being copying of same mentioned fields value except GUID or unique id in the workflow. Which means a record name and other fields can easily be same in your duplicate record but its does not mean that the record which you are copied from automatically create the relationship which are there in existing record.

As you can not create same id , or GUID or unique ID in same entity because unique constraint of database . So you have to create relationship with of sub grid record with your new record separately with new GUID or unique id of new record . It will not automatically create.

Hope this helps.

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Mahendar Pal 45,095 on at

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Hello,

While cloning record you need to make sure you are also cloning related entity records and setting association with the new record you just created.

For exam let say your current record A has association with child entity B and C, and now when you making clone of record A, you need to also make clone of record B and C, and further need to associate these cloned records.

Hope it will help

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Aric Levin - MVP 30,190 Moderator on at

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Hi Samrando,

There are various options for cloning records with related entities out there, which you can implement within your solution.

I have developed something similar some time ago, but it might need some tweaking for your exact requirements.

Take a look at:

github.com/.../XrmClone

Solution and Source code included, so you can modify it as you need...

Hope this helps.

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