Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • 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. 
  • Filter the Related To drop down box on the Copy Page to be only the same object. (eg, I copying a list related to Cases, and it is showing me Campaigns, Contracts, Dupe Blocker rules and many other objects in that drop down. This is confusing to the users). 

Issues

  • It doesn't seem to work with Queues - you can't set the name of the queue on the cloned record. 

...