Clone a Custom Entity Record

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Posted on by fishyjj

Hi,

I have a custom entity that I need to be able to clone in Dynamics CRM Online. I've seen a lot of stuff out there while researching how to best go about this, but I'm having trouble figuring out what approach to take. I'm currently using javascript and an html web resource (just a button) to clone my record, but my record has many attributes, and I find myself essentially just writing a list of variable to hold the attribute values and then moving them into the fields on the new form. My new, cloned form pops up on click of the button mentioned above. I suppose this will work, but if fields change or are added, it will need to be re-visited and adjusted.

I have very little experience doing C#, but is there a more reliable way to do this via a plugin? Or a better way to do it via javascript?

To be clear, I need to be able to clone my custom entity record, but leave one field (a date field) blank, so that a new value can be put in by the user. It is an "event/class" entity, and there could be the same event/class on multiple days, so I want to clone everything except the date.

Thanks for any help.

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BharatPremji 2,485 on at

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Hi,

Have you thought about doing it through a workflow?

You could trigger it off a button in the ribbon with Javascript using something like:

ribbonworkbench.uservoice.com/.../132235-create-a-workflow-short-cut-ribbon-button-no-code

The benefits of using workflow is that its easily configuarable if fields change or are added.

I have done something similar in the past using a Dialog when you want user input into the new record you are creating.

Hope that helps

Bharat

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fishyjj on at

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Thanks for your reply. How would I do this via a workflow?

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Rafael Batista on at

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Hello,

You can create a workflow and tick the checkbox "On demand". By this way, the workflow can be selected from the entity form you want to clone.

On the process panel of the workflow, you have to create an identical entity and fulfill the fields from the new entity form. You just have to point to the corresponding values from the actual entity from which you are running the workflow.

Beware of the duplication rules, make your you don't have rules enabled for these entity types.

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