How to clone record with child records in custom entity

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Posted on by M. N. Quraishi

319

Hello Everyone,
I have a requirement that I have to clone the record of the custom entity and all it's child records which are related.

I'm able to clone the record but unable to understand how to clone it's child record and link them.

Kindly suggest me the solution. It would be really appreciated if someone provide me the code to achieve the same.

thanks in advance..

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Zap Objects 919 on at

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How to clone record with child records in custom entity

Hello,

You could also try Cloning record (and its child records) using Zap Objects: Copy Record App.

Here is the features page link: https://zapobjects.com/apps/zap-copy-record/

Feel free to email sales@zapobjects.com to schedule a quick demo!
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Yahya79 6 on at

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How to clone record with child records in custom entity

The complete solution can be found in the article below:

https://www.codeproject.com/Tips/5381865/Dynamic-CRM-365-Copy-Clone-a-record-with-all-child
Nojoble 27 on at

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RE: How to clone record with child records in custom entity

You can clone child records using this: https://github.com/demianrasko/Dynamics-365-Workflow-Tools

It has a function for clone record and clone child records. The limitations are that it will clone all child records, including inactive records (the clones of which will be activated).
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Pawar Pravin 5,235 on at

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RE: How to clone record with child records in custom entity

Please refer below code to create clone records:

Entity Patient = (Entity)context.InputParameters["Target"];

Entity Contact = (Entity)context.PreEntityImages["Image"];

foreach (KeyValuePair<String, Object> attribute in Contact.Attributes)

{

string attributeName = attribute.Key;

object attributeValue = attribute.Value;

switch (attributeName.ToLower())

{

case "contactid":

break;

case "ownerid":

Clone_Contact[attributeName] = new EntityReference("systemuser", context.UserId);

break;

default:

Clone_Contact[attributeName] = attributeValue;

break;

}

Guid ContactId = service.Create(Clone_Contact);

Once you done with create cloned record set new GUID as entity reference to child records
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Nijos 1,672 on at

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RE: How to clone record with child records in custom entity

Hi,

In your code, you need to create the clone of child records as well and then link.

Copying the complete code here won't be practical but you can try the following steps.

Assuming you are using a plugin or custom workflow.

1. Clone the parent record.

2. Fetch the child records using RetrievMultiple method.

3. Inside the for each loop assign or get the record to an object of type entity.

4. Set the record GUID to NULL.

5. Set Look reference to the newly cloned parent record.

6. create the child using service.create.

Hope this helps

If this helped you, please mask as verified.

Nijo
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Kalpavruksh D365 CoE 2,545 on at

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RE: How to clone record with child records in custom entity

Hi,

You can retrieve all related records of your parent record by using RetrievMultiple function and then you can create a copy of those child records by removing guid for the respective record.

Please use below code to clone related child records. We clone related Quote Products of Quote entity in below example:

QuoteProducts = service.RetrieveMultiple(new FetchExpression(fetchQuoteProducts));

tracingService.Trace("QuoteProductsCollectionCount: " + QuoteProducts.Entities.Count);
if (QuoteProducts != null) //&& QuoteProducts.TotalRecordCount > 0
{
tracingService.Trace("QuoteProducts != null");

foreach (Entity quoteLineItem in QuoteProducts.Entities)
{
Entity cloneQuoteProduct = new Entity();
quoteLineItem.Attributes.Remove("quoteid");
quoteLineItem.Attributes.Remove("quotedetailid");
quoteLineItem.Id = Guid.NewGuid();
quoteLineItem.Attributes["quoteid"] = new EntityReference("quote", cloneQuoteId);
cloneQuoteProduct = quoteLineItem;
tracingService.Trace("before quote product create");
service.Create(cloneQuoteProduct);
tracingService.Trace("after quote product create");
}
}
Inogic 462 on at

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RE: How to clone record with child records in custom entity

Thanks for the reference Priyesh. It might be worth while to have a look at the packaged solution. The solution is available for trial from AppSource

Sam
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Priyesh 7,396 User Group Leader on at

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RE: How to clone record with child records in custom entity

Hi,

For cloning records, you'll need to actually create child records manually (or rather clone them as well) in your C#/CustomWorkflowAssembly code. Out Of The Box, there is to feature to clone the child records too.

Else, you can also evaluate products like Click2Clone by Inogic - https://www.inogic.com/blog/2016/06/click2clone-clone-your-dynamics-crm-records-in-one-click/. It's a subscription based service.

Hope this helps.