Clone for tables

  • 1
  • Idea
  • Updated 4 years ago
  • Implemented
It would be great to be able to add a record level "clone" button to a table
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Posted 6 years ago

  • 1
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Zach McElrath, Employee

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Official Response
This is now possible to do without any code at all using the Action Framework, using the "Create new row in Model" Action.

1. Add a Row Action (or Mass Action, for mass-cloning!) to your Table.
2. Action Type should be "Run Multiple Actions", Action Label should be "Clone" and Action Icon should be "sk-icon-clone"
3. Click on the Actions property category.
4. Click the + icon to add a new Action.
5. Action Type should be "Create new row" - select the same Model as your Table's Model.
6. Click the + icon on your Create new row action to add a Default Value to your new row. Do this for each field that you want to populate in your cloned row. The value should be {{{FieldName}}} where FieldName should be replaced with the name of each field, e.g. "{{{FirstName}}}", "{{{LastName}}}", "{{{My_Custom_Field__c}}}". Only do this for createable fields on your model --- for instance, don't try to clone Id, CreatedDate, LastModifiedById because this won't work and is not necessary.

And voila, here's what you get --- row-level and/or mass-action cloning!