Overview

A regular requirement we come across is where a record needs to be cloned (copied) as well as its child and grandchild records. In this article we show how to add a button to the Account form that will: 

• Clone the Account
• Clone all Opportunities related to that Account
• Clone all Product Line items related to any of those Opportunities

North52 Decision Suite

The North52 Decision Suite solution works like this:

• A Formula is set up on the Account which clones the Account, its Opportunities and their Product Line items
• A Quick button is created that calls this Formula

Set up Formula and Quick Button

Formula

• Create a new Formula, setting the following values in the Formula Guide:
  • Source Entity set to Account
  • Set Formula Type to Clientside - Calculation
  • Select the Classic editor
  • Select Create
• Change the Name of the formula to Multi-Level Cloning
• Click Create
• Copy and paste the following Formula:

  Smartflow(
    
    SetVar('ClonedAccount',Clone('account',[account.accountid],'true') ),   
    
    ForEachRecord(   
      
      FindRecords('opportunity','parentaccountid',[account.accountid],SetFindSelect('opportunityid'),'50','true'),  
      
      SetVar('CurrentClonedOpp', Clone('opportunity',currentrecord('opportunityid'),'product_opportunities','true')),     
      
      UpdateRecord('opportunity',       
        GetVar('CurrentClonedOpp'),
        SetAttributelookup('parentaccountid','account', GetVar('ClonedAccount'))     
      )
      
    )
    
  )

• Click Save

Quick Button

Please see the article here for instructions on how to add a Quick Button to a form. 

Testing

To test this Formula, open an Account and click the button.