Release Notes

Zap Copy Record Some areas of user-guide are password protected. Email support@zapobjects.com from your official email address to request password. 2016 / Dynamics 365 Online or On-Premise Version: 2.0.2016.0003 Release Date: 02-Nov-2018 Notes: Added Deep Copy feature  

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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 is visible in the ribbon […]

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Getting Started – Create “Copy Record” configuration record

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 […]

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Using Copy Record functionality

“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 […]

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How to copy record along with its child records (up to N levels)?

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 […]

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