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The below security roles are available: Zap CR Admin: This security role is needed for configuring Zap Copy Record App. Zap CR User: This security role is needed for using Zap Copy Record App. Assign this security role to all users who need to use the App. The “Copy” button is visible in the ribbon […]
A configuration record needs to be created for entities for which “Copy Record” functionality needs to be enabled. Browse to Settings >> Zap Apps and click “Zap CR Configuration”. (Please note that this option will be available only to users having either “System Administrator” role or “Zap CR Admin” role) 1. Click “New” button. This […]
“Copy” button would be shown in the entity grid as well as form (as shown in screenshot below): Entity Grid: Entity Form: To Copy / Clone / Duplicate the record, click the button “Copy”. When using “Copy” from grid: After the copy of record has been made… the grid would be automatically refreshed. When using […]
When you copy a record using Zap Copy Record App, you have the ability to even copy the related child records. However the normal approach allows you to copy only up to 1 level deep (eg you can copy opportunity along with Child – opportunity product records …however if you have additional child records for […]
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 […]