Zap Copy Record Last Reviewed: Dec 2023 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 […]
Category: Zap Copy Record
Protected: High Level Steps
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Protected: Using Copy Record functionality
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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 & the “Set Copy Recurrence […]
Protected: Getting Started – Create “Copy Templates”
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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 CLONE / COPY Field Service – Work Orders?
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Protected: How to Copy record from One entity to Another
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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: How to Copy Record using Workflow?
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