Super Clone Pro
Copy Page Custom Button

Copy functionality will copy child relationship records, but it will not copy the primary object’s record. Child relationship records can be copied to a new parent record of the same type, back to same parent record, or to a new parent of a different type that has a relationship with the child object.

Behavior of the copy page changes depending on the URL parameters. By default, a lookup is presented that allows the user to select an object that the records will be copied to. When the “fromid” URL parameter is used, child relationship records from the “fromid” referenced object are shown, and they are copied to the record that is referenced in the “rid” URL parameter.

To get started, all you need to do is create a configuration, create a custom button, and add the custom button to a page.

Use Cases

  • Prompt where child relationship records will be copied to
  • Provide the Id of a parent record where child relationship records will be copied from
  • Prompt where child relationship records will be copied from
  • Copy child relationship records to a Parent record of a different object type

General Custom Button Properties

  • Enter a Label and Name
  • Set “Display Type” to “Detail Page Button”
  • Set “Behavior” to “Display in existing window without sidebar or header”

Custom Button – Prompt where child relationship records will be copied to

Button URL

The confirmation page will prompt the user to select a parent record to copy the child relationship records to. A prompting field will be presented on the page using a reference of a child relationship.

{!URLFOR('/apex/lcrm-scp__scpCopy', null, [rid=Opportunity.Id, cfg="opportunityConfig"])}

URL Parameter

  • cfg – Name given to the configuration
  • rid – Record Id of the primary object being cloned

Custom Button – Provide the Id of a parent record where child relationship records will be copied from

The confirmation page will not prompt the user to select a parent record. The record referenced in the “fromid” URL parameter will be queried, and it’s data will be presented on the confirmation page.

Button URL

Custom Button – Prompt where child relationship records will be copied from

Custom Button – Copy child relationship records to a Parent record of a different object type