...
- You can choose which related lists to clone - eg, if you are cloning a closed case, you don't want to clone all the emails and tasks associated with that old case.
- This is a really nicely coded app - lots of thought has gone into it.
- It also does copying of related list items. Nice if you want to say copy a list of tasks.
- Plus you can use it to edit multiple items on a related list - all fabulous for a free app.
Not so great things
- You can't set default values to the result of a formula - apart from Prefix or Suffix. Workaround:
- Create an IsCloned field and set that to true.
- Create a workflow to update the new fields if isCloned is true and some other condition.
- The users can choose which related records to Clone - this is not good, it may not be a true clone of the record.
- Attachments don't clone
Things I want the app to be able to do
- Clone a related list but not allow the users to see it or edit anything on the related list.
- Be able to create a link back to the record this was cloned from.
- Filter related lists to only bring over specific records
- Have an option that disallows the user from choosing which related list records to clone.
- Filter the list of fields based on what is being cloned or cleared.
Issues
- It doesn't seem to work with Queues - you can't set the name of the queue on the cloned record.
Things to Ask
This is technically an easy and powerful app, but there are huge business ramifications to using it. Especially if you have a very specific business process that needs to be followed. Take Cases for example - see my scenario on Building a "Simple" Case Management Process. Here are some questions you need to ask.
...
- Create a Publisher Action that creates a new case with the defaults - but this doesn't clone the related lists, and this is why you will want the Super Clone app.
Wish List
- Filter related lists to only bring over specific records
- Have an option that disallows the user from choosing which related list records to clone.
Documentation
...
Setting Up
- Go to Super Clone Configuration, and click Create
- This configuration allows related list to be selected to display on the pages.
- Fields can be shown, editable or left as display only (generally formula fields).
- First giving it a configuration name relating it to object you want to clone.
- leave the check box empty for skip confirmation page so that users can see before cloning the page what will be included.
- In configuration first select what related list to be shown on the page then fields of all related list.
- This process is time consuming and needs detailed thought.
Create a Button
- Label: Clone
- Name: Clone
- Description: Button to clone Accounts
- Display Type: Detail Page Button
- Behaviour: Display in existing window without sidebar or header
- Content Source: URL
- Link: /{!Account.Id}/e?clone=1
Tips
- When you clone any object make sure you have the data in related list otherwise it wont display on the confirmation page.
- Another use with this app is after cloning an object you can also copy related list from the object you cloned. Before copying create a button saying copy from on cloned object.
Limitations
- Super Clone only clones two levels of records a parent and child.
- File attachments are not cloned.
- Pages may encounter error if the data is too long - reduce the number of fields being displayed.
Notes
See Cloning Child Records in Salesforce - Super Clone App for an article about Super Clone
...