how to move data from one to other record within the same object.

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  • Updated 2 years ago
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Hi,

Is there a way where we can move data from a Record X to Record Y where Both Record X and Record Y or of the same object called MyCustomObject.

This MyCustomObject is a detail object to a Master object called Entitlement.

So what i wanted to accomplish is,

I have an expired entitlement record called (My Entitlement1) and it is linked to an account called My Accounts. My Entitlement1 has a child record Called Record X(this Record X is from the object MyCustomObject) which is used to save information related to the Entitlement like no of licences, servers, no of operating systems etc.

Now, I have a another entitlement called My Entitlement2 and this Entitlement also belongs to the same account(My Accounts).  

Now, Record Y is child record to My Entitlement2 and the purpose of creating Record Y is same as like why Record X is created, that means the information saved Record X will be same as the Information that we are going to enter on Record Y because both the entitlements belongs to the same account.

 So Instead of manually entering all the details in to the child record, is there a way where we can use Action framework to move the existing detail object record (Record X) to a new detail record (Record Y) under the Newly created Entitlement (My Entitlement2).


Can anyone please tell me the steps the i have to follow to achieve my requirement.

Thank you.
-Avinash
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Avinash

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Posted 2 years ago

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Photo of mB Pat Vachon

mB Pat Vachon, Champion

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Does Record Y always exist, or can you create Record Y from Record X? If so, you can use action framework for this really easily. Adopt the Record X into another model and then update the Master-Detail relationship to My Entitlement2.

You can also do this with action framework even if Record Y exists already, but it would be a "Update a field on row(s)" action for each field.
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mB Pat Vachon, Champion

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We'll have to do a screenshare as the XML has custom objects that I wouldn't have.
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Avinash

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sure. Let me know how to connect and i can share my screen. 
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mB Pat Vachon, Champion

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6pm EST. join.me/mblazonry
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Avinash

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Yeah. 6.PM EST. I'll join.
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Avinash

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Hi,

I just joined the meeting.

Thanks
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Avinash

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HI Pat,  

I solved the issue with no extra JavaScript being used.

Thanks you for you time.