Zap Copy Record To request trial, please follow the below steps: Step 1: Request solution file: Email support@zapobjects.com to request solution file. Please mention: – Company Name: – Contact Phone: – Need Demo: Yes / No – Requirements in brief: You can expect a response within 1-business day. Please use only official email address for […]
Category: Zap Copy Record
FAQ
Navigating the App (Sitemap)
Open App: Zap Copy Record from apps section as shown in screenshot below: In case you are not able to locate the configuration entities in sitemap, then try using “Advanced Find” to directly navigate to entity. Below are list of entities that you need to pay attention to: Zap CR Configuration Zap CR Event Log […]
Getting Started – Security Roles
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 […]
Protected: Getting Started – Create “Copy Record” configuration record
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Protected: Using Copy Record functionality
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Protected: How to copy record along with its child records (up to N levels)?
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Protected: How to Copy record from One entity to Another
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Protected: How to Copy Record using Workflow?
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Issue 1 – 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 […]
