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All posts by admin

Protected: Recurrence Copy: How to copy record automatically in fixed intervals (e.g. if we need to clone/copy an opportunity every 6 months or a Case every 30 days)

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Protected: High Level Steps

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Protected: High Level Steps

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Protected: How to Copy Record using Workflow?

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Protected: How to Copy Record using Power Automate FLOW?

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Protected: How to set “Copy Recurrence” using Power Automate Flow or Workflow?

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Protected: Points to Note

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Protected: Points to Note

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Troubleshooting – Getting error “Cannot insert duplicate key” when “Copy Record” button is clicked

This error can come when you have an autonumbering defined for a field which may also be the primary key of that entity. To resolve this issue, exclude the particlar field from getting copied. This can be done from configuration settings. Instructions: Browse to Zap Apps >> Zap CR Configuration Open the configuration record for […]

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Security Roles

Below 2 Security roles are provided: Zap AU User – Can view the Login & User Actions Analytics Zap AU Admin – Full permissions to configure, view, delete the login and user history records.

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