Marketplace page: https://marketplace.creatio.com/app/salesup-copy-object-records-creatio

SalesUp Copy object records for Creatio allows making duplication settings with maximum flexibility, regardless of the objects' complexity and their related elements. Easily manage the copying of base and custom objects in Creatio

Contents:

Product installation

You can find the installation instruction at this link:

Product installation, eng

Product setup

Creating a new copying setting

After installing the module, to create a new copying setting, go to «System designer». After that, in the «System setup» menu, choose «Copying objects setting» and press «New»

Filling in a page profile

On the copying settings page, there are following fields:

• Copying object – the object for which the setting is being created;
• Copying object name – filled in automatically, based on the object of copying;
• Copying object name template - the name of the copied record. The default value is "{0} - COPY", where {0} is the original name. This is a text field and it can be edited;
• Parent setting – filled in automatically during creation of the related object copy setting. Works with bulk copying setting.