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 will open a new configuration record.
2. Select the entity and other settings…
3. “Save” the record!
Below are the settings available in “Zap CR Configuration” page:
Entity: Select the entity for which “Copy Record” needs to be enabled.
Attributes to Exclude: Select the entity attributes (fields) that need to be excluded from getting copied over.
1..N Relationship: Select the related child (1..N) records that need to be copied over when “Copy” button is clicked.
N..N Relationship: Select the N..N related records that need to be copied over when “Copy” button is clicked.
Copy Prefix Field: Select the field where text e.g. “[COPY]” will be prefixed. In this drop-down only text fields will show-up.
Copy Prefix Text: Enter the text which will be prefixed to the field of the newly created record (when “Copy ” button is clicked)